Our Purpose

Our purpose is to help others break the chains of economic bondage. We help our clients silence the noise of the fancy “Talking Heads” by teaching them how money works and how to make it work to their advantage. We drive life-changing results for our clients through education and practical implementation.


Our Team

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

Carlos Roman

Financial Professional

Iris Roman

Financial Professional

In over 25 years as financial professionals, we’ve helped families achieve their financial dreams:

Purchase a Home

Create a rainy day fund

Save up for their kid's college

Prepare for retirement


Tell Us How We Can Help You Today

Roman Financial Services is a full-service financial wellness company based out of West Palm Beach, Florida. We offer a range of financial planning. Whether your goal is to plan for retirement at an early age, restructure your existing investment portfolio or to ensure you have enough life insurance for your loved ones, we are here to help.


Monday - Friday - 10:00 AM-5:00 PM

Sat - Sun - By Appointment

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