Digging In

Digging In is a show about Relationships and Retirement. Digging In is presented by Rooted Wealth Advisors and seeks to "Dig In" to what matters most to people as they get closer to and enter into retirement. The show features a cast of Fiduciary Licensed Financial Advisors, including Founder Zach Gray, who share their experiences and expertise in the realm of planning for retirement.

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Digging In

New Roles, Same Mission: Alex Allegro on Growth and Putting Clients First - Digging In - Rooted Wealth Advisors

May 29, 2025 • Rooted Wealth Advisors • Season 3 • Episode 19

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.

In this episode of Digging In, host John Savarino chats with Planning Advisor Alex Allegro about his exciting new roles at Rooted Wealth Advisors and what this evolution means for the clients we serve.

They cover:
• Alex’s expanded responsibilities and leadership within the firm
• How professional growth translates to deeper client relationships
• The ongoing commitment to care, clarity, and confidence in every financial plan

Get a closer look at the heart behind our team and how we continue to grow—without losing sight of what matters most: you.

📞 Ready for a team that puts your future first? Call (866) 766-8332 for a complimentary conversation with one of our fiduciary advisors.

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