Cory David Beam

Employer firm

Root Financial Partners CRD 290289

$2.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 01/2022
  Personal Capital Advisors Corporation
  Plano, TX
• 06/2020 → 06/2021
  Fisher Investments
  Plano, TX
• 05/2016 → 06/2020
  John Carroll University
  University Heights, OH
• 01/2022 → 12/2022
  Personal Capital Advisors Corporation
  Plano, TX
• 12/2022 → 08/2025
  Personal Capital Advisors Corporation
  Royse City, TX
• 04/2023 → 08/2025
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 08/2025 → Present
  Root Financial Partners, Llc
  Encinitas, CA

Previous Registrations

• 2023-04-03 → 2025-08-22
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 2022-01-01 → 2023-04-03
  Personal Capital Advisors Corporation
  Dallas, TX
  Plano, TX
  Greenwood Village, CO
  Royse City, TX

Other Businesses

Officer at United States Army Reserves

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-31

Designations

• Certified Financial Planner

Other Names

• Cory Beam