Erin Rochelle Varghese
Investment adviser representative at Root Financial Partners
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Root Financial PartnersMay 2025 to now
- Pure Portfolios Holdings LLCOct 2020 to May 2025
- UnemployedJul 2020 to Oct 2020
- E*trade Capital Management, LLCMar 2020 to Jul 2020
- E*trade Securities LLCDec 2019 to Mar 2020
- Portland State UniversitySep 2016 to Dec 2019
- U.S. BankSep 2016 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Root Financial Partners
Legal name: Root Financial Partners, LLC
$2.1BAssets managed
858Clients
64Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7210811
- Firm CRD
- 290289