Company profile
Root Financial
Financial advisors with heart.
- Industry
- Financial Services
- Employees
- 94
- Headquarters
- Encinitas, CA
- Founded
- 2017
- LinkedIn followers
- 6,471
- Office locations
- 1
Root Financial company summary
Root Financial is a company in the Financial Services industry, headquartered in Encinitas, CA, founded in 2017. On LinkedIn the company has around 94 employees and 6,471 followers. Its listed specialties include financial planning, investments, wealth management.
What technology does Root Financial use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Root Financial
We help you get the most out of life with your money. If you’re thinking about retirement, you may quickly get overwhelmed with the amount of planning required to do things right. To make matters worse, you’ll soon find there are financial salespeople out there who give cookie-cutter answers about what you should do with your money to make a quick buck. With this prescriptive thinking, you’ll work hard and save—only to find that you’re following advice that isn’t helping you live the life you want. There’s not enough out-of-the-box thinking. This is why we started Root Financial. Our process starts at your roots and is guided by your why so we can craft a plan that’s truly yours. By getting a thorough understanding of who you are, we can plan a course designed especially for your wants and needs. Empathetic advice for real life; it’s what you deserve. Visit our website to start today.
Specialties
Where is Root Financial located?
Root Financial lists 1 location.
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|---|---|---|---|---|
Root Financial rootfinancial.com | Financial Services | 94 | 2017 | Encinitas, CA |
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Frequently asked questions about Root Financial
What does Root Financial do?
We help you get the most out of life with your money. If you’re thinking about retirement, you may quickly get overwhelmed with the amount of planning required to do things right. To make matters worse, you’ll soon find there are financial salespeople out there who give cookie-cutter answers about what you should do with your money to make a quick buck. With this prescriptive thinking, you’ll work hard and save—only to find that you’re following advice that isn’t helping you live the life you want. There’s not enough out-of-the-box thinking. This is why we started Root Financial. Our process starts at your roots and is guided by your why so we can craft a plan that’s truly yours. By getting a thorough understanding of who you are, we can plan a course designed especially for your wants and needs. Empathetic advice for real life; it’s what you deserve. Visit our website to start today.
How many employees does Root Financial have?
Root Financial has around 94 employees on LinkedIn.
Where is Root Financial headquartered?
Root Financial is headquartered in Encinitas, CA.
When was Root Financial founded?
Root Financial was founded in 2017.
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