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Roman Retirement Planning, LLC
Roman Retirement Planning, LLC is located on Cape Cod and specializes in retirement planning for people nearing or already in retirement. The firm also...
Overview
Roman Retirement Planning, LLC is located on Cape Cod and specializes in retirement planning for people nearing or already in retirement. The firm also provides investment management services for all ages, including comprehensive retirement plans and custom built portfolios tailored to each client's needs.
General information
Firm type
RIA
Year founded
2018
Location
City
Mashpee
Principals
Susan Roman
CFP®, CERTIFIED FINANCIAL PLANNER® Practitioner and Investment Adviser
Maureen Brosnan
CFP®, CERTIFIED FINANCIAL PLANNER® Practitioner and Investment Adviser
Pam Tallino
Client Relationship Manager
Kate Butler Forde
Compliance Consultant
Sector focus
Frequently asked questions
What is the AUM of Roman Retirement Planning, LLC?
The firm does not disclose its AUM publicly, and no external estimates are available. Its scale remains unknown.
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