Rick Roman

Credentials:
  • CFP®
  • ChFC®
  • LUTCF®

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.

I am married to my Wife, Jennifer (Jen) and we have one son Jonathan (Johnny) and live in my hometown of Novato, CA. My hobbies include running, biking, skiing, golf and diving. When not at home we love to head up to Lake Tahoe, CA.

• Qualifying Member of the Million Dollar Round Table (MDRT) (2004 to present)
• Qualifying Member of the MassMutual’s Blue Chip Council (2005 to present)
• Qualifying Member of MassMutual’s Leader’s Club (2002to present)
• Past President (2006-08) of the National Association of Insurance and Financial Advisors – Marin Chapter
• 2009-Present National Committee Chair of the National Association of Insurance and Financial Advisors – Marin Chapter

See Rick’s Licenses and Disclosures

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

Contact Rick

*Fields are required

Novato Satellite Office

Satellite Office

405 Enfrente Rd. #110
Novato, CA 94949

CRN201912-180567