Family, Finance, and Finding Purpose | Steven Murphy on Advisor Unplugged

In this episode of Advisor Unplugged, meet Steven Murphy, Financial Advisor at Root, whose path from Whittier, California to wealth management began with a teenage curiosity about personal finance and grew into a lifelong passion for helping people understand money and live with confidence.

Steven shares how his early love of economics, a basketball detour, and a chance encounter at a Huntington Beach conference led him to Root. He talks about what drives his client relationships today: education, empathy, and honesty. Whether he’s walking clients through complex decisions or delivering hard truths with clarity and care, Steven believes true planning means meeting people where they are and helping them understand why their money decisions matter.

Beyond spreadsheets, Steven is a proud husband, girl dad, and SoCal local who finds balance between family and the mountains. You’ll hear about weekend trips exploring California’s beauty, his lifelong Raiders fandom, and how fatherhood with baby Scotty has brought new joy and perspective. He even shares his dream of one day teaching finance and running a hobby farm, because for him, a rich life is about growth, connection, and purpose.

This episode shows why clients trust Steven to bring both expertise and heart to every conversation, and why at Root, financial planning is always about more life, not just more money.

Want to work with Steven? Start here → https://www.rootfinancial.com/intro/steven-murphy/#section-calendar

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⏱Timestamps:⏱

00:00 - Meet Steven Murphy
01:00 - Lifelong Raider Fan
04:25 - Aspired to Work in Finance
08:38 -  His Journey to Root
11:30 - Steven’s Approach to Clients
15:56 - Client Story
18:45 - Steven’s Family Life
30:38 - Rapid Fire Questions

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Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.

The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.

Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements

Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.

Видео Family, Finance, and Finding Purpose | Steven Murphy on Advisor Unplugged канала Root Financial