| Name | Title | Contact Details |
|---|---|---|
Jason White |
Executive Vice President and Chief Information Officer | Profile |
Theodore Meyer |
AVP, Information Security Operations Manager | Profile |
Jason White |
Senior Vice President and Chief Technology Officer | Profile |
Ryan Stepalavich |
Vice President, IT Infrastructure | Profile |
Root Financial is a fiduciary, fee-only financial advisory firm based in San Diego, CA, specializing in comprehensive retirement planning and wealth management. The firm serves clients nationwide through remote advisory services, focusing on personalized strategies that align finances with clients life goals. Their unique approach, known as the Sequoia System, emphasizes understanding clients core motivations to create tailored financial plans. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, insurance reviews, and cash flow planning. Root Financial employs a team of certified professionals, including CFP® practitioners and CPAs, and manages nearly $1 billion in assets. Their client-centric philosophy prioritizes transparency and long-term financial well-being, ensuring clients receive comprehensive support across various financial needs.
Gold Bank is a Overland Park, KS-based company in the Financial Services sector.
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Sanford Institution for Savings is a Sanford, ME-based company in the Financial Services sector.
Lafayette Ambassador Bank is a Lehigh Valley, PA-based company in the Financial Services sector.