Roman Financial Advisors, led by Ted Roman, is a fee-only financial planning firm in San Diego, CA, with over 20 years of experience serving the financial needs of middle America. They believe that financial independence is not just about the destination, but also about the journey, encompassing various aspects of life such as family, adventure, health, and personal growth.
With a holistic approach to financial planning, Roman Financial Advisors assist clients in making sound financial decisions that improve their lives, especially during major life transitions like retirement, death, or sudden wealth. They aim to provide peace of mind to individuals and families who seek help in organizing their finances and developing a solid plan for the future.
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