to helping our clients achieve their financial objectives. Based in San Antonio, Texas, locally owned and independent firm provides comprehensive financial assessments, investment management, and insurance services have partnered with many leading organizations like Goldman Sachs and Dave Ramsey to bring valuable

Root Financial, we are a fiduciary financial advisor with 19+ years of experience at renowned firms including Goldman Sachs and BlackRock. We provide comprehensive services such as investing, tax planning and wealth management

imperative to ensure that all investments, accounts, income plans, risk plans, and social security work together. His main ongoing studies on complex financial instruments at Wharton, The New York Stock Exchange, Goldman Sachs and Wellington Management. He