James Conole, CFP®, MBA
Founder of Root Financial Partners, James is CFP® professional who practices financial planning for clients under a fiduciary oath. He received his MBA with a concentration in finance from Pepperdine University. He currently resides with his beautiful family in Cardiff, CA, and runs his financial planning firm out of Solana Beach.
James enjoys helping people navigate the complexities of their financial lives so they can be free to enjoy what they love most.
When he’s not working, James loves to surf, stay active, and spend time with his family. He’s also involved in his church and engages in several local organizations like the Rotary and San Diego Financial Literary Center.