Caleb
Vering
Root Financial Partners
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About this Advisor
Caleb Vering is a financial advisor based in Encinitas, California, working with Root Financial Partners. Caleb has previously held positions at Montebello Avenue, Farnam Financial, Virtual Outsource Solutions, Nova R Wealth, Starbucks, Kansas State University, Junction City High School, Shawnee Mission West High School, Alpha Delta Pi, Ace Hardware, Student, and Root Financial Partners. Caleb has passed the Series 65 regulatory exam and is registered to provide services in Arkansas, California, and Kansas. Currently, Caleb is part of Root Financial Partners, which operates out of Encinitas, California. The firm has 40 employees and manages assets totaling $1.1 billion. Root Financial Partners serves high-net-worth clients and offers services including 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
$1,106,417,268
40
2,597
$426,037
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Caleb Vering Work History
Root Financial Partners
Montebello Avenue
Farnam Financial
Virtual Outsource Solutions
Nova R Wealth
Starbucks
Junction City High Scool
Kansas State University
Shawnee Mission West High School
Alpha Delta Pi
Kansas State University
Starbucks
Ace Hardware
Student
Disclosures
Please visit the SEC profile of Caleb Vering 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
Encinitas, CA
Encinitas, CA
Encinitas, CA
Port Townsend, WA
Mckinney, TX
San Diego, CA
Encinitas, CA
Middletown, DE
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