Connect with Top-Rated Financial Planners in Solana Beach!

A goal-based financial planner and senior investment manager, Curt focuses on applying comprehensive financial strategies to help ensure his clients reach their life goals. For 20 years Curt has created custom, flexible financial plans to guide families and small business owners toward financial security and independence.

Root Financial Partners is a financial advisory firm that provides empathetic financial advice to individuals and families, helping them achieve their financial goals and live their best lives. With a human-first approach, they offer comprehensive financial services, including retirement planning, investment management, tax planning, and more.