San Diego, CA Office

Levi Anderson is a CFP® and holds a Series 66 license with 11 years of experience in the financial industry. He currently works at Root Financial Partners and previously held roles at EP Wealth Advisors, TD Ameritrade, and Edward Jones. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives, risk tolerance, and tax considerations, with additional strategies available for clients with more complex needs.

Daniel Scherer is a CFP® professional with four years of experience in the financial industry. He currently works at Root Financial Partners and previously held roles at Cisco Systems, Cequell III, and Merrill. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a broadly diversified, passive investment approach using index funds and ETFs, with customized portfolios based on client objectives, risk tolerance, and tax considerations.

Erika Lopez is a financial advisor at Root Financial Partners with one year of industry experience. She holds a Series 65 credential and has previously worked at Reyes Financial Architecture and McAdam Financial. Outside of financial services, she has experience in the hospitality and beverage industries, including roles at Pretzels & Pints and SLO Brew Rock. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers educational programming alongside its advisory services.