Richard (Rick) Roman


Professional Story

Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Estate Planning, Financial Planning ®


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.



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Novato Satellite Office

405 Enfrente Rd., #110 Novato, CA 94949
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Novato Satellite Office Office