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Ari Taublieb

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 Personal Finance Redefined, 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.

Our 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.

Schedule a call today so we can get started.

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Ari Taublieb | Associate Advisor

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

ari@rootfinancialpartners.com
760-452-0720

BA, Business Administration with Finance Emphasis – University of Puget Sound