Roman is a licensed Financial Advisor with two years of experience helping clients make informed, confident financial decisions. Holding the Series 7, Series 66, SIE, and Florida 2-15 Life, Health & Variable Annuities licenses, Roman provides comprehensive financial strategies that encompass both investment management and insurance planning.
Since starting his career at Equitable, Roman has focused on developing personalized plans for individuals and families, specializing in retirement planning, wealth building, risk protection, and overall financial wellness. He takes pride in building strong, long-term relationships based on trust, education, and transparency.
Roman earned his bachelor's degree in Finance/Business-admin from Stetson University and is committed to continuous learning to stay current with evolving markets and client needs.
When he’s not working with clients, Roman enjoys traveling, staying active at the gym, and exploring new restaurants and cuisines. He values discipline, growth, and balance—both in life and in the financial plans he helps create.