San Diego, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Root Financial Partners
Multi-team
Firm-wide stats for Root Financial Partners
Clients per advisor
13 Very LowAvg AUM per client
$2,512,954 Very HighHNW client ratio
75% Very HighAbout
Root Financial Partners provides investment management and comprehensive financial planning to a mix of individual clients (including high‑net‑worth households), trusts, estates, small businesses, and select retirement-plan relationships. The firm also offers educational programming and seminars, and makes available online academies for self-directed financial education that are billed separately from advisory engagements.
Root’s baseline investment approach favors broadly diversified, passive allocations using index funds and ETFs, with portfolios tailored to each client’s objectives, risk tolerance, and tax considerations. Where appropriate and authorized, the firm recommends and oversees unaffiliated sub‑advisers and separately managed account strategies, and may implement more specialized techniques — including long/short strategies, derivatives, or structured positions — for clients with suitable objectives and complexity.
Several features in Root’s disclosure are notable among peers: the firm has formal policies governing approved artificial intelligence tools used to support research and workflow with required human review, a dedicated private‑wealth division for multigenerational and concentrated‑position planning (with flexibility for clients expecting future liquidity events), and standalone paid academies separate from its advisory services. Root also discloses solicitor referral arrangements and internal practices for householding and employee‑family account treatment, and describes Compliance oversight and written policies intended to address the related conflicts of interest.
Based on Root Financial Partners
Expertise
Based on Root Financial Partners
Demographic focus
Based on Root Financial Partners
Location
San Diego CA
Advisors at this office
3
Advisors at this office
Levi A
CFP®, Series 66
San Diego, CA
Root Financial Partners
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 S
CFP®, Series 63
San Diego, CA
Root Financial Partners
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 L
Series 65
San Diego, CA
Root Financial Partners
Erika Lopez is a financial advisor at Root Financial Partners with two years of industry experience. She holds a Series 65 designation and has previously worked at Reyes Financial Architecture and McAdam Financial. Outside of finance, she has experience working with several local businesses in the hospitality and craft sectors. Root Financial Partners provides investment management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, trusts, estates, and small businesses. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and also offers educational programs and online academies separate from its advisory services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)