Monica Kathleen Mejia
Investment adviser representative at Root Financial Partners
12 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$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
12 years in the industry.
- Root Financial PartnersJan 2025 to now
- Monica K. Mejia Health & Wellness CoachingOct 2016 to now
- Golden Wealth Capital, LLCOct 2024 to Jan 2025
- Allworth FinancialApr 2022 to Oct 2024
- N/aJan 2014 to May 2024
Designations
- CFP® certification
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7512771
- Firm CRD
- 290289