Rooted Planning originated from a Bible study titled “Rooted” at Mariners Church in Irvine, CA. “Rooted” focuses on specific areas of life that require solid foundations (Faith, Family, Friends, Marriage, and Finances). In order to make an impact in any area of your life, you must have a solid foundation or ROOTS. Our experience and expertise allow us to guide our clients toward making smart fundamental and strategic financial decisions. Our mission is to bring clarity, confidence, and comfort to our client’s lives. While Finance doesn’t define happiness, it is one of the pivotal ROOTS to direct you on a path for success. We invite you to joint us on our evolving journey to become ROOTED!