About Us

Our Team

When you change a person’s financial literacy, you change their lives. Our job as financial professionals is to educate people on the basics of how money works and help them learn more so they can live better, do more, dream bigger.

In over 12 years as financial professionals, we’ve helped families achieve their financial dreams:

Purchase Home

Create a rainy day fund

Create wealth, a rainy day fund - cash flow

Save up for their kid's college

Prepare for retirement

Carlos Roman

With over 20 years of experience in finance, I am dedicated to helping individuals meet their financial needs by developing investment plans and retirement plans around their long-term goals and risk tolerance. My extensive experience – throughout major shifts in the markets – enables me to help my clients structure balanced portfolios to address their specific financial goals..

Iris Roman

With over 20 years of experience in finance, I am dedicated to helping individuals meet their financial needs by developing investment plans and retirement plans around their long-term goals and risk tolerance. My extensive experience – throughout major shifts in the markets – enables me to help my clients structure balanced portfolios to address their specific financial goals..

HAVE A QUESTION?

No matter whether your condition was caused by a sport, work accident or otherwise, we welcome the chance to serve you.

Visit our Location

250 Main Street, New York

Give us a Call

+ (12) 123 - 556 - 7890

Send us a Message

Romanfinancialsvc@gmail.com

About Us

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