Hi, I'm Robbie Morris!
I started Roots Financial Planning to serve dental families just like mine. Here is a bit more about me and my family.
- My wife Adrienne and I met on the swim team at the University of the Incarnate Word.
- Adrienne is a graduate of Roseman University College of Dental Medicine.
- We currently live in San Antonio, TX.
- We have two cats, Paloma and Patchouli.
- We love to make pizza on the weekends.
Education & Experience
Candidate for Certified Financial Planner Certification (CFP®)
Certified Student Loan Professional (CSLP®)
Previous experience at ETRADE, Earnest, and investment firms.
I'm a proud member of the following professional organizations:
- XY Planning Network
- National Association of Personal Financial Advisors (NAPFA)
In the media
Yahoo Finance: "Navigating Student Loan Repayments: 5 Things To Know Now, According to Experts"
Yahoo Finance: "Here’s the Most You Should Spend on a Monthly Car Payment"
XYPN: "What to Know About Your First Dental Associate Job"
Dental Economics: "The most efficient method to pay down your dental school student loans"
