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Ari Cooper Taublieb

Root Financial Partners

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About Ari Cooper Taublieb

Ari Taublieb is a financial advisor with Root Financial Partners. Ari has experience in the financial services industry and holds a Series 7 and Series 66 license as well as the SIE. Ari is also a Certified Financial Planner. Ari has been with Root Financial Partners since 2020 and has previously worked at Nuveen Securities, LLC. Ari is registered as an investment advisor in California, Florida, and New York. Ari primarily serves individuals and high-net-worth individuals, as well as pension and profit-sharing plans. Ari's services include financial planning, pension consulting, selection of other advisors, and portfolio management. Ari is a trusted advisor who is dedicated to helping clients achieve their financial goals.

Firm Information

Ari Taublieb is currently registered with Root Financial Partners. Root Financial Partners is an investment advisor headquartered in ENCINITAS, CA. The firm has 9 investment advisor representatives and manages $399,221,544 in regulatory assets under management. Root Financial Partners provides financial planning, portfolio management for individuals, selection of other advisors, and pension consulting services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
Root Financial Partners

1106 2ND STREET

ENCINITAS, CA 92024

$399.22M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ari Taublieb’s Registration & Firm History

CA

01/09/2025 - Present

Root Financial Partners (ENCINITAS CA)

CA

08/22/2018 - 08/07/2020

NUVEEN SECURITIES, LLC (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 01/08/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ari Cooper Taublieb.
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