MM
Monica K. Mejia
ROOT FINANCIAL PARTNERS
Cameron Park,, CA
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CRD#: 7512771
MM
Professional summary
Monica Kathleen Mejia is a registered financial advisor currently at ROOT FINANCIAL PARTNERS located in Cameron Park,, California.
Monica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Monica has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Monica K. Mejia Health and Wellness Coaching; No; 3235 Sudbury Road, Cameron Park, CA. 95682; Health and Wellness Coaching; Owner; Owner, Coach; October 1st,2016; 1; 0; Helping individuals and hosting semi-private group clients discover which foods, activities, and lifestyle changes were right for their unique minds and bodies. Areas of speciality are body image issues, disordered eating, and acne healing.
CRS (Client Relationship Summary) - RIA
Click below to view Monica Kathleen Mejia'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®
NoneExperience
Current
January 22, 2025 - Present
ROOT FINANCIAL PARTNERS
RIA
CRD#: 290289
Cameron Park,, CA
Past
November 26, 2024 - January 22, 2025
GOLDEN WEALTH CAPITAL, LLC
RIA
CRD#: 327819
SACRAMENTO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ROOT FINANCIAL PARTNERS
ROOT | ROOT FINANCIAL PARTNERS, LLC | ROOT FINANCIAL PARTNERS
CRD#: 290289 / SEC#: 801-125945
RIA
Registered Investment Advisory firm - (7/8/2022 Approved)California
Registered Investment Advisory firm - (8/11/2022 Terminated)Texas
Registered Investment Advisory firm - (7/12/2022 Terminated)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
California(1/22/2025)
Exams
Current Firm
ROOT FINANCIAL PARTNERS
ROOT | ROOT FINANCIAL PARTNERS, LLC | ROOT FINANCIAL PARTNERS
CRD#: 290289 / SEC#: 801-125945
RIA
Registered Investment Advisory firm - (7/8/2022 Approved)California
Registered Investment Advisory firm - (8/11/2022 Terminated)Texas
Registered Investment Advisory firm - (7/12/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1106 2nd Street Suite 102, Encinitas, CA 92024
Mailing Address
Phone number
(760) 452-0720
Established
Firm type
Fiscal year end
# of Employees
40
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,597 |
| AUM (Assets Under Management) | $ 1,106,417,268 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
