Eugene S. Root

TEMPLETON FINANCIAL PLANNING

Pittsburgh, PA 15234

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CRD#: 1445133

Professional summary

Eugene S Root III, CFP®, who also goes by Gene Root, is a registered financial advisor currently at TEMPLETON FINANCIAL PLANNING located in Pittsburgh, Pennsylvania.

Eugene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Eugene has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gene Root

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene S Root III's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

January 11, 2026 - Present

TEMPLETON FINANCIAL PLANNING

Office #1: 250 Mt. Lebanon Blvd Suite 203, Pittsburgh, PA 15234

RIA

CRD#: 132271

Pittsburgh, PA

Past

May 7, 2024 - January 3, 2026

STRAVA WEALTH

RIA

CRD#: 121300

PITTSBURGH, PA

Past

February 19, 2013 - December 2, 2013

GENE ROOT, CFP

RIA

CRD#: 122624

PITTSBURGH, PA

Past

January 21, 1986 - May 2, 1997

ALLEGHENY INVESTMENTS, LTD.

CRD#: 7597

PITTSBURGH, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(1/11/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/6/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/18/1986

General Securities Representative Examination

Current Firm

TEMPLETON FINANCIAL PLANNING

TEMPLETON FINANCIAL PLANNING | TEMPLETON, STEVEN, ANDREW

CRD#: 132271 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (9/28/2004 Approved)

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Contact information

Main Address

Coraopolis, PA

Mailing Address

Po Box 15833, Pittsburgh, PA 15244

Phone number

(724) 695-1087

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	71
AUM (Assets Under Management)	$ 13,385,492

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Eugene S. Root

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene S Root III's CRS (Customer Relationship Summary).

Certified licenses

Experience

TEMPLETON FINANCIAL PLANNING

STRAVA WEALTH

GENE ROOT, CFP

ALLEGHENY INVESTMENTS, LTD.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/6/1986

Series 7

Date: 1/18/1986

Current Firm

TEMPLETON FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TEMPLETON FINANCIAL PLANNING

TRUST BUT VERIFY

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