Ari
Taublieb
Root Financial Partners
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About this Advisor
Ari Taublieb is a financial advisor based in Solana Beach, California, working with Root Financial Partners. Ari has previously held positions at the University Of Puget Sound, Nuveen Securities, LLC, and Root Financial Partners. Ari has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, and New York. Currently, Ari is part of Root Financial Partners, which operates out of Solana Beach, California. The firm has 15 employees and manages assets totaling $399.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Root Financial Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Root Financial Partners Brokerage Details
$399,221,544
15
1,229
$324,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Ari Taublieb Work History
Root Financial Partners
Nuveen Securities, LLC
University Of Puget Sound
Disclosures
Please visit the SEC profile of Ari Taublieb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Root Financial Partners
Solana Beach, CA
Phoenix, AZ
Knoxville, TN
Mckinney, TX
Solana Beach, CA
Solana Beach, CA
Leesburg, VA
Solana Beach, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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