Rolan Jaramillo is the managing partner of Safe Financial. He immigrated to the New Orleans from the Philippines in 1981, assimilated quickly, made countless friends, grew to embrace the local culture and proudly calls New Orleans home. “Who Dat”. The combination of Filipino and Cajun cuisine is the reason he is so “skinny”. He is the eldest of 5 children and a proud parent of 3 but now he and his wife Terrie of 30 years, find themselves empty nesters since the youngest is now off to college.
Professionally he has served the Greater New Orleans & surrounding area for over 35 years with over 6 years as a Safe Retirement Professional. Safe Financial is an independent financial firm helping individuals & families in and around the Greater New Orleans map out a safer, more secure & predictable retirement. While most of our business remains local, we have now also expanded our service area helping clients all across the United States remotely by phone or Zoom since the pandemic.
As Safe Retirement Professionals, we have but one singular goal, and that is to help those that have put in the time, sacrificed and saved, get the most out of their hard earned retirement savings. We do this by addressing all of the retirement “what ifs” BEFORE they happen. As well as help our clients generate a guaranteed income stream that will be deposited into their bank accounts with predictability for their entire life.