Novato Satellite Office

Satellite Office

405 Enfrente Rd., #110
Novato, CA 94949

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    See our Licenses and Disclosures

    MAIN OFFICE


    Our Financial Professionals

    1. Rick Roman

      CFP®, ChFC®, LUTCF®

      Novato Satellite Office

      Focus:

      • Insurance Strategies
      • Investment Strategies

      Languages:

      • English
      • Richard Roman

        CLU®, LUTCF®, CLTC®

        Novato Satellite Office

        Focus:

        • Insurance Strategies
        • Investment Strategies

        Languages:

        • English
        CRN202109-253382