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Hi, I’m James

I’m the founder of Root Financial Partners and I’m glad you’re here.

Navigating your financial future can be overwhelming

We know what it feels like to be uncertain about your retirement and not feel confident about your financial future.

Feel Confident in Your Retirement

If you’re like most people we work with, you’ve felt unsure that you’re making the most of what you have. And you’ve likely wondered if there was a clear pathway to retirement that helped you feel financially secure. We know you want to be confident about your retirement, and it’s wrong that anyone should be left on their own to guess their way into retirement.

At Root Financial Partners, we get it.

Finances often leave people feeling confused and unsure of where they stand. So for the past nine years, we’ve helped hundreds of people just like you overcome the uncertainty of retirement planning and experience the peace of mind that comes with having a financial strategy to guide you into the future.

As the founder of Root Financial Partners, I fell in love with retirement planning because I fell in love with the idea of helping people create secure retirements. We’re a San Diego Financial Planning firm and we believe everybody should know the keys to success when it comes to planning their future.

I’m a CFP® practitioner and I received my MBA in Finance from Pepperdine University. I get to use the in-depth financial knowledge I learned in these programs to help people create real-world strategies to retire comfortably.

We are committed to helping you create a custom financial plan so you can stop feeling overwhelmed and uneasy about your finances.

The process is simple:

  1. Schedule a call.
  2. Chart a custom financial plan together.
  3. Move forward confidently knowing you’re on track to reach your goals.

Once you schedule a call, you’ll have taken the first step to a stress-free financial future.

We believe no one should be left on their own to guess their way into retirement and you deserve a dedicated financial planner to help you get there. We help you create a strategy today so you can experience freedom tomorrow.

Move forward today so we can get started.

James Conole, CFP®, MBA

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

CERTIFIED FINANCIAL PLANNER™ practitioner – CFP® Professionals know how to deliver the highest standard of financial planning service and they are required to place client interests first.

MBA, Finance – Pepperdine University School of Business and Management

NAPFA Member – The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors – highly trained professionals who are committed to working in the best interest of those they serve.