Root Financial, Solana Beach CA

I knew Ari and therefore Root’s approach was different in the first 5 m of listening to his Podcast. I had been searching and searching to find an informative “non cookie cutter” approach to inform my future plans. I scheduled time and Ari was great to speak with and spent time to truly explain their approach. There was no “selling” and a very laid back yet truly different approach. Highly recommend a discussion to see if Root is right for you…

I found them on YouTube. The videos are very professional and the lead guy in the videos has a boyish face that subtly conveys honesty and approachability. So you go to the site. I am in mid 40s looking to build wealth (their scale) and make >500k (their scale) with between 500K-2 million to invest (their scale). Want to turn everything over to them to manage. And they are like no thank u. Anyway Fidelity was more than happy to help and probably long term a better value.

I spoke with Ari about financial planning after listening to his podcast on Spotify. He provided value he provides in that 30 mins conversation that i had with him. Definitely recommend.

Well let me start by saying i am very grateful for "finding" Root Financial. I was working for one of the major auto companies and had always done my own financial work, based on years of reading everything I could, watching every thing I could etc.i had made some silly mistakes. The closer I got to retirement, 33.5 years of service, the more I started investigating handing everything over to an advisor but not just any advisor. I started watching podcasts of as many financial advisors as I could.i watched episodes of hundreds, roth conversions, when to take social security you name it i watched it. While watching everything I also started setting up interviews with local advisors. I interviewed over 7 advisors face to face in my home of Louisville. I was not happy with any of the interviews.many seemed like they knew less than me. I resigned myself to going into retirement going at it alone. One night I stumbled on Ari Taublieb, and James Conole doing their retirement podcasts. I was quickly impressed with their energy, knowledge and sincerity. I quickly consumed every one of their podcasts. I never thought I would consider a financial advisor 2000 plus miles away, but I found myself considering reaching out to them. Finally I nervously went to their very nice website and filled out my data, questionaire. Ari Taublieb, and root immediatley responded and set up a video conference to learn about, me and to see if my goals and what they could do would be a good fit.i was nervous, because based on the podcasts, I knew they would not hesitate if they tought that we would not be a good fit and add value. After first call, Root made me feel at ease and i really enjoyed the conversation.they later set up follow ups with plans, and finally asked me if i would like to proceed.i was very relieved that we were a fit, it has been a real joy learning and working with the team. James Conole the founder of Root called me personally and welcomed me to the family.
Since entrusting them with my retirement savings I retired Nov. 30 with 100 percent confidence in this team. I have not looked back on my decision and look foward to every conversation.
Carly Jeavons is my primary contact and Advisor, she has been outstanding also. Every question I have she answers very bascially so I can understand. Carly invstigated the difference between paying off my mortgage or saving and made a video sent directly to me.
Hannah Lockard has been very beneficial in transfering all of my accounts and setting me up for retirement.i cant say enough about this team. I can sleep at night knowing my 33.5 years of hard work is in good hands.
I have never left any reviews on anything abut I felt compelled to do so to help others like me. I am using my real name here DF

Before working with Root Financial we had previously worked with two different advisors over the past 15 years. I would say we were happy with our returns with those advisors but never felt they had a comprehensive plan to help us be successful achieving our dream life. We talked money with them but not how we would use that money to live our fullest and most joyful lives with a sense of financial safety and security. We are new clients with Root Financial but I want to commend James and Ari on the company culture they have developed. We felt cared for and heard through our entire interview and on boarding process. We work with JT and Chelsea and they have been fantastic. I love the in depth Zoom meetings we have with them where we talk not only about our investments but also about our purpose in retirement. With Root Financial we feel more confident and excited about retirement than ever before.

Found Ari and the team at Root by watching some of the YouTube content he posts related to early retirement focused topics. Had also found the videos James posted on YouTube very helpful.

My advisor of 20+ years retired and my needs changed during the handoff to a planner that could really help focus in on the nuances of early retirement. The replacement advisor was a bit limited in the services they could provide around tax planning and their tools around scenario modeling were not available to end users. This was what prompted me to reach out, seeing the tools they were using and hoping they would be available to me on the portal (they are!). Working with Hannah made the transition of all my accounts super easy and no stress.

My initial conversation with Ari was enjoyable as he is very personable and brought new perspectives to the early retirement concerns I was having. He takes the time to answer questions with easy to understand language and examples. I have been able to get the info I found hard to get from my other advisors firm. I enjoy working with the portal and modeling out different scenarios to get a level of comfort for future spending possibilities in early retirement.

Ari and Root were able to save me some significant money in AUM fees. Besides those savings, the Root partnership with Wealth.com, and Kenzie from the Root team, is saving me money on Estate Planning. His wholistic approach to all things financial has even saved me money on insurance thru implementing his suggestions in areas I never considered evaluating. I look forward to when Root has integrated Tax preparation services so it will be a complete one stop shop for me, for now I use his tax guidance as opposed to trying to get conversations with my CPA who is very busy during certain times of the year.

Had a great prospective conversation with Ari. It’s rare to come across a company that is honest and transparent about when they can and can’t provide a service in your best interest. Was looking for someone to guide me towards an early retirement, but just a bit early to really benefit from Root’s expertise. I’ll definitely be reaching out again in a few years. Until then, keep up the great podcasts Ari and James.

My experience with Root Financial services has been amazing! My parents were very strong into raising my brother and I with the importance of saving money for our retirement. At some points my parent’s focused so heavy on saving that every purchase felt that there was hesitancy and somethings were missed due to the hesitancy. As my father began to get closer to retirement my mom discovered Root Financial on YouTube and showed some of the videos to my dad. Mind you, my dad loves to watch the stock market and time their investments. He also was unsure of having anyone handling their finances. They ended up scheduling an introductory discussion with Ari as they had several other financial advisors. Just like with the other financial advisors, my dad asked hard questions which Ari did not skip a beat on and completely answered while allowing plenty of time for follow up questions. What I liked after hearing how my parents meeting with Ari went was that unlike the other financial advisors my parents spoke to, Ari ensured to include my mom and expressed that he wants both to be involved. This was something my dad also was very passionate about as he wanted to ensure if anything happened to him that my mom would be comfortable to communicate with their financial advisor. Ari ensures that no matter the level of knowledge for finance a person has, you are in control of your money and that he is there as a guide.

For the first time in many years, I have seen both my parents more relaxed with their finances and have seen the trust they have in Ari. That sparked me to also have Ari as my financial advisor. We met over Zoom and since then I have never felt more comfortable or confident with my finances.

When I started with Ari, I had retirements with multiple old employers and some with my old married name. Hannah, who is a client service associate with Root, has been so amazing and patient as we have gone through each one of my retirements to get my name changed and the money moved into one account. She truly goes above and beyond and takes the pressure off wherever she can. In an area that is both emotionally and financially a rollercoaster of an adventure she truly made it smooth, and I am forever grateful for her.

Ari from the start has made sure to seek what goals I have in life and follows up to ask me how I feel he can best support me in obtaining them. He also has made sure to assist me in living a balanced lifestyle of saving and living life at the same time. You do not typically hear those both from the same financial advisor as usually you hear it as a one or the other option. Ari encourages me to pick goals and guides me on the best way to save for them. I am truly excited for my financial future as I completely trust the Root Financial team, Ari, and Hannah.

Thank you Ari and Hannah!

What made Root Financial stand out from other firms was its philosophy of maximizing your life, comprehensive financial planning and customized approach. I have been working with Ari for a few months and very happy so far. He is very knowledgeable, quick to answer questions, and good at explaining things in a way that's easy to understand. He doesn't push investments that you are not comfortable with. He is exactly what you see in his YouTube videos!

Organized, efficient, thorough, follow up service. Ari spent a lot of time understanding me and my retirement objectives. He has created a personalized plan to help me reach my retirement goals. I'm very pleased with the service I have received.

It took a long time to find a financial planning group that felt like a great fit; Root Financial and Ari have exceeded all expectations.

The customer service has been exemplary and so thorough. Ari and his team clearly know their stuff and make it easy to have confidence that I and my financial future are in good hands.

Ari explains things very well and after ensuring I understand the basics, is always willing to meet me where I am in terms of wanting a next level discussion or resources about a specific aspect of my financial picture, or of keeping the conversation more simple and high level when that’s what suits me.

I’m excited to take advantage of some of the planning tools available to clients and am so thankful to have found my financial home!

We are extremely happy with our dealing with Root Financial and the professional way Ari has worked with us.
Before getting started, they truly worked to understand our situation our goals, and Priorities. The strategies they proposed were completely explained. My questions were patiently and thoroughly answered during the planning process. Great job!

We chose Root Financials since they provide comprehensive financial planning services. We love working with Ari. He is knowledgeable, helpful, and honest. We have worked with Vanguard in the past but Ari’s looking at the full picture and his investment strategies are personalized. I like that he make sure to include my wife and getting input from both of us. Ari’s understanding of Tax planning has been extremely helpful for ROTH conversion. Ari is always available to answer questions, explains everything very clearly, quick to return our emails and provide information we need. We are excited to grow this relationship and looking forward to successful retirement. We highly recommend working with Ari.

The firm's YouTube channel and videos are well done, and easy to understand. Over the past 2 years, I have very much enjoyed them. My disappointment with the firm is you cannot even speak with them unless you have millions and millions of investable assets. Their stylishly designed web site greets with with an interview dialog where you are guided through a series pre-screening questions (how much do you earn, how old are you, what is your financial management objective, how much money do you have). If you don't make the cut, they drop you to a "so sorry page, " and instead redirect to their self-serve "Financial Academy, " which they provide to you for free with a discount code (nice touch). Needless to say, I did not make the cut. Without saying too much, I had considerable investable assets, mid six figures in annual income, but that did not make the grade. I can only describe the experience as "not making the team" type letter. In any case, I am glad they are doing so well, but I have to say after earning my respect and trust through James' videos, it was a bit of a "kick in the teeth" of a brush off.

I was confused about how or what to plan for in retirement or even if I could retire. Ari gave a clear path forward that took in consideration my goals and current lifestyle. Many advisors give cookie cutter plans but Ari and the team looked at my unique situation. I feel that I can sleep at night know that I can have the retirement that I want.

I have worked with Root Financial for 2 years now and not only am I BLOWN AWAY by their knowledge and expertise I feel like I have been empowered in my relationship with finances in general. I used to be the kind to person who knew how to make money but didn’t want to look at my bank account because it caused me anxiety. Now I feel like I have been brought into the process of saving and investing, which has completely changed my relationship with my finances. I have learned so much from Ari- every question I have he goes above and beyond to answer. Not to mention I have seen steady growth over time in my investments despite fluctuations in the market. Could not be more grateful to work with Root Financial!

We love working with Ari, Hannah, and Jenee! They really listen to what we want and need and provide great guidance and insights. They truly are interested in the full picture - as well as making our money work for us to get the most out of life and to meet our goals. The investment strategies are personalized - no cookie cutter approaches here! The most standout difference from other advisors we’ve worked with in the past, is Ari’s understanding of taxes and how it works in our specific situation. This has been extremely helpful in planning and implementing Roth conversions.

I’ve had such a great experience working with Ari Taublieb at Root Financial. From the very start, I have felt cared for, and listened to. Highly recommended!

I have been very happy with Ari. He is very quick to get us updates and to respond to our questions.

Wow! Fantastic people with a fantastic process to help you with your financial goals. We are a few months into our relationship and my wife and I are so happy to have them part of our financial team!