JJ Lester, CFP®, is the Lead Advisor at Root Financial Partners, a position they began in 2024. Prior to this role, they served as an Options and Real Estate Specialist at Empower from 2023 to 2024 and held various advisory positions at Personal Capital, including Senior Financial Advisor from 2017 to 2020. JJ previously worked as an Estates Specialist at OppenheimerFunds from 2012 to 2017 and as a Financial Consultant at LPL Financial from 2008 to 2010. They are currently pursuing a Bachelor of Arts in Psychology at the University of Colorado Boulder. Additionally, JJ holds a Master of Science in Management with a focus on Financial Services from The American College, completed in 2014.
Location
Denver, United States
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