Ted Roman, CFP
more than 16 years, Ted Roman has been helping clients prioritize their
goals, clarify their visions and achieve their dreams. As a Certified
Financial Planner and Fee-Only Personal Financial Advisor, he specializes
in developing strategic programs for individuals and businesses to help
them meet short-term challenges and ensure long-term financial independence.
More recently, Ted has combined his expertise with the coaching skills he perfected through Coach University and The Professional Coaches and Mentors Association. With this unique combination of skills he helps people obtain what they really want in life, faster and with less effort.
Ted holds an engineering degree from the University of New Mexico and is a graduate of the College for Financial Planning. He actively participates in both the local and national financial arenas. His professional affiliations include the National Association of Personal Financial Advisors (NAPFA), Cambridge Advisors (a national alliance of fee-only financial advisors), the Institute of Certified Financial Planners, and the Inland Society of Tax Consultants.
As a fee-only financial advisor, Ted does not sell financial products or receive commissions. He believes that a fee-only compensation ensures his financial advice remains unbiased and always in the client's best interest. His financial services include comprehensive financial planning with goal setting, insurance review, retirement planning, estate planning, investment counseling and portfolio analysis, and tax advice with tax planning and tax return preparation with audit protection. As a financial and personal coach, Ted helps helps clients achieve the peace of mind that sound financial planning and coaching provides.
Copyright © Ted Roman,