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.
Advisors
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
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.
Visit Our Office: 1760 N Jog Rd Suite 120, West Palm Beach, FL 33411
Monday - Friday - 10:00 AM-5:00 PM
Sat - Sun - By Appointment