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About
- James Conole
- Ari Taublieb
Blog
Podcast
Login
Get Started

Home
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About
- James Conole
- Ari Taublieb
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Get Started

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About Root Financial

Hi, I’m James. I’m the founder of Root Financial Partners and I’m glad you’re here. I focus on helping people who are within a few years of retirement navigate that transition so they can be confident they’re making the right choices along the way.

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Live Free of Financial Worry

760-452-0720
james@rootfinancialpartners.com

125 South Highway 101, Suite 101
Solana Beach, CA 92075

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Archive

049 – How Much Do I Have?

048 – What Financial Issues Do I Need to Know if I Lose My Job?

047 – Things You Didn’t Know About Roth IRAs

046 – 5 Steps to Take When the Market Tanks

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