Richard Roman

Credentials:
  • CLU®
  • LUTCF®
  • CLTC®

Focus: Insurance Strategies, Investment Strategies

Languages: English

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Professional Background:

• Bachelor of Science Degree (Psychology), Brigham Young University - 1966
• Full time life underwriter with MassMutual Financial Group since 1970
• Qualifying and Life Member of the Million Dollar Round Table (MDRT)
• Awarded MassMutual’s Exceptional Level of In-force (ELIF) Designation
• Qualifying Member of the MassMutual Blue Chip Council
• Life and Qualifying Member of the MassMutual Leaders’ Round Table
• Six-time Advisor of the Year with the MassMutual San Francisco Bay Area Agency
• Member of the National Association of Insurance and Financial Advisors – Marin (NAIFA) and former Board of Directors Officer

Personal:
My wife and I reside in San Rafael, California and have four adult children and six grandchildren. I enjoy running and golf and am an active member of the Marin Country Club, San Rafael Rotary Club and the Marin County YMCA.

See Richard’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Richard

*Fields are required

Novato Satellite Office

Satellite Office

405 Enfrente Rd. #110
Novato, CA 94949

CRN201912-180567