Ari joined Root Financial Partners after spending two and a half years at Nuveen Investments, a global top-five wealth management firm, helping clients with income generation, alternative investments, and socially responsible investing.
After discovering how much he enjoyed working with clients, Ari sought out the independent advisory world to find a client-facing role so he could make a difference in client’s lives.
Ari wants to be a part of a business model bound by the Fiduciary standard and to have the freedom and flexibility to help more people achieve their financial goals.
When Ari’s not working, you can find him waking up at 4:30am on a Saturday morning to watch his favorite soccer team “Arsenal”, searching for hole-in-the-wall restaurants, listening to comedy podcasts, and staying active.
Ari graduated from the University of Puget Sound where he was a member of the men’s soccer team and studied Business Administration with an emphasis in Finance. He is currently pursuing his Certified Financial Planner designation and MBA in Financial Planning at California Lutheran University.
Ari is the host of Early Retirement Podcast, a podcast dedicated to breaking down financial topics that often seem complex and overwhelming so you can begin taking action towards reaching your financial goals.
Ari is a Los Angeles native and was featured in an article by Shoutout LA here: Meet Ari Taublieb | Financial Planner & Dreamer.