Ikechukwu Egwuonwu
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 PartnersApr 2026 to now
- Beacon Pointe Advisors, LLCJun 2025 to now
- Beacon Pointe Insurance ServicesJul 2022 to now
- Beacon Pointe Advisors, LLCJul 2022 to May 2025
- Ayco, Goldman SachsOct 2021 to Jul 2022
- Deloitte Services LPOct 2020 to Oct 2021
- End Homelessness California (the Shower of Hope)Jul 2020 to Sep 2020
- UnemployedMay 2020 to Jun 2020
- Pepperdine UniversityAug 2016 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 7453488
- Firm CRD
- 290289