James Conole
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James Conole

Financial advisor at Root Financial Partners

Verified advisor · CFP® · CRD 5958476

Austin, TX

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Root Financial Partners
Listed in People
Financial Advisor
#132LinkedIn rankOn Advicer, by followersLinkedInUpdated Oct 20269,165followersContact James on LinkedIn
10
Tools in my stack
Altruist
Custodial Platform
Holistiplan
Tax Planning
Hazel
Financial Planning, Tax Planning, Client Meeting Support
Greenboard
Compliance, Communications Archiving/Monitoring
Box
Client File Sharing
+5 more
Vanilla
Estate Planning, Outsourced Estate Document Preparation
RightCapital
Financial Planning
HubSpot
Digital Marketing, CRM
Charles Schwab
Custodial Platform
Monday.com
Project Management
No longer using: Jump
0
Events coming up
1
Books, pods, letters
James Conole, CFP®
YouTube channel · Host
0
Things I'm open to
LinkedIn followers
9,165
+36 since Oct 2026