Daniel Roman is an independent financial professional primarily serving clients in St. Petersburg, Florida — where he spends the majority of his time — while also maintaining a residence in California. Combining deep expertise in insurance products with comprehensive financial planning, Daniel delivers a holistic approach to wealth management and risk protection, tailored to the unique goals, family needs, and life aspirations of each client.
Holistic Financial Planning in St. Petersburg, Florida
Daniel believes that effective retirement and financial planning goes beyond numbers. Every client brings a unique story — their goals, their family, their vision for the future. Through personalized safe money strategies, Daniel helps Florida and California clients navigate financial challenges and capitalize on opportunities, ensuring they are prepared for both life's expected milestones and its unexpected moments. Whether you are building a retirement income plan, protecting your savin...
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Frequently Asked Questions About Financial Advisors in St. Petersburg, Florida
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.