Hi. 👋
I’m Carly Jeavons.

I’ve been guiding people toward financial well-being for nearly a decade.

As a CERTIFIED FINANCIAL PLANNER™, I’m proud to hold our industry’s most renowned certification. I also have a finance degree with a concentration in personal financial planning.

I work to balance my analytical skills with a warm, personal touch. My approach is individualized and thorough. I’m sincerely motivated by seeing a sound financial plan’s impact on the lives of the people I serve. When you walk away from a meeting with me, I want you to feel excited and happy about your future.

Before joining Root, I was a financial advisor at Raymond James and LPL Financial, a financial planning coordinator, and Director of Strategic Planning and Initiatives at a $4 billion+ AUM firm.



Born and raised in Southern California, I enjoy reading, pilates, and arts and crafts, all while sharing these moments with my beloved black cat, Ellie. One of my favorite crafts is cleaning out the inside of a walnut and turning it into a miniature home.

I’d be honored to help you achieve your version of happiness.