Carlos Roman is a licensed financial professional with over 25 years of industry experience in guiding individuals and businesses toward financial independence. As the founder of Roman Wealth Academy, Carlos specializes in helping clients break free from financial uncertainty by consulting them with personalized strategies for their financial goals and wealth creation.
His mission is to provide practical, actionable financial education that goes beyond just accumulating wealth, focusing instead on creating a comfortable, fulfilled life.
With a proven track record in helping clients achieve goals like buying a home, building emergency funds, and preparing for retirement, Carlos brings expertise, passion, and a hands-on approach to every lesson.
Entrusted by some of the biggest brands