Centennial, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,141,036,560
ClientsTotal clients
852
AdvisorsAdvisors at this office
2
Of 63 advisors across 46 offices
Location
Centennial CO
Advisors at this office
2
Advisors at this office
Chelsea J
CFP®, Series 65
Centennial, CO
Root Financial Partners
Chelsea Johns is a CFP® and Series 65-licensed financial advisor with four years of industry experience. She is currently with Root Financial Partners and has prior experience at firms including Empower Retirement, Mills Wealth Advisors, and Cain Watters & Associates. In addition to her advisory role, Chelsea operates a business planning and tax analysis practice. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement plans. The firm favors broadly diversified, passive investment approaches tailored to client objectives and offers specialized strategies, educational programming, and dedicated private-wealth planning services.
Hannah L
CFP®, Series 65
Centennial, CO
Root Financial Partners
Hannah Lockard is a CFP® professional with seven years of industry experience. She is currently with Root Financial Partners and previously worked at Brooklyn FI, LLC, Pittenger & Anderson Inc, and Farmer's Insurance. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers educational programs and online academies separate from its advisory services.
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