Robbie Morris
Robbie Morris
Designation: CSLP®
Languages: English
Financial Planning exclusively for Dentists

Business Information

Roots Financial Planning provides financial planning and investment management services exclusively for dentists. We help dentists align their money with their values by looking at all aspects of their financial life. This includes making plans for student loans, insurance, taxes, investments, and more. Roots Financial Planning is a fee-only financial planning firm based in Texas, though we use virtual meetings to serve dentists anywhere in the United States.

Why dentists?

I married into dentistry. I have been dating my wife since before she was accepted into dental school. If you’re facing a difficult decision in your life related to your career or finances, I am likely living or already have lived that same situation. I’ve had to make the tough decisions in my own family, so I know what emotions you’re probably feeling. I will share my personal experiences and show you exactly how we treated that scenario. I’ll tell you how I might undertake it differently if I had to do it again.

Business name: Roots Financial Planning
Business phone: 210-942-9469
Focus areas: Student loans, Comprehensive financial planning, Budget & debt management, Investment management, Estate planning, Business related (partnerships, etc), Retirement planning, Insurance, Personal Taxes
License: 7161052
Other license: 287423


ROOTS FINANCIAL PLANNING LLC is an Investment Advisor registered with the State(s) of Texas. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions.


City: San Antonio
State: TX
Zipcode: 78261


Not happy with the result?

The CSLP Program Renewal