Gracelyn Root, CFP

As a Senior Financial Advisor with over 20 years of experience, Gracelyn has built her practice around providing guidance to affluent families. Helping high net worth clients develop and implement strategies to support their financial and lifelong goals is both a responsibility and a privilege that Gracelyn is passionate about.

Gracelyn and her strategic partners take a multi-generational approach addressing clients’ complex needs such as wealth preservation, tax optimization, estate planning strategies, investment management, and bespoke financial strategies.

Gracelyn is committed to continually evolving her skills and knowledge to keep pace with the ever-changing and complex needs of high-net-worth clients. She holds a Bachelor of Arts in Economics from the University of California Santa Barbara, a Master of Business Administration in Financial Planning from California Lutheran University, and earned her CERTIFIED FINANCIAL PLANNER® certification. Gracelyn is committed to giving back to the community through her philanthropic work with the National Charity League.

Gracelyn resides in Channel Islands Beach where she cherishes spending weekends with her husband and two daughters.

2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com) The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.