# Roman Retirement Planning, LLC

Roman Retirement Planning, LLC is a RIA based in Mashpee.

## Overview

- **Organization type:** RIA
- **Headquarters:** Mashpee
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** https://romanretirementplanning.com
- **LinkedIn:** https://www.linkedin.com/company/susanjroman

## Regulatory record

- **CRD number:** 306871
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306871

## About

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.

## Sectors

- Financial Services

## People

- 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

## Questions

### Who runs investment decisions at Roman Retirement Planning, LLC?

No named principals or investment decision-makers have been publicly disclosed for Roman Retirement Planning, LLC. The firm's leadership structure is not documented in available public records.

### 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.

## Related profiles

- [THE ATLAS FINANCIAL GROUP](https://altss.com/profile/the-atlas-financial-group)
- [ESGUARD TECHNOLOGIES LP](https://altss.com/profile/esguard-technologies-lp)

---

Last updated: 2026-08-11T15:07:57.118Z

Canonical page: https://altss.com/profile/roman-retirement-planning-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology