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
Purchasing a home
  • Create a rainy day fund
Create wealth, a rainy day fund - cash flow
  • Save up for their kid's college
Save up for your kids college
  • Prepare for retirement
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..

Picture and photography of Carlos Roman

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..

Photo of iris roman

WHY CHOOSE US

A Team You Can Trust

Visit our Location

250 Main Street, New York

Give us a Call

+ (12) 123 - 556 - 7890

About Us

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Financial Planning

Our Services

Financial Planning

Investment Management

Retirement Planning

Insurance Planning

Business Planning

Opening Hours

Monday - 07:00-17:00

Tuesday - 07:00-17:00

Wednesday - 07:00-17:00

Thursday - 07:00-17:00

Friday - 07:00-17:00

Sunday - CLOSED