Life doesn’t come with a manual, and managing your finances shouldn’t feel like a guessing game. Our process helps you see where you stand, understand your options, and take the next step with confidence. Whether you’re building toward retirement, managing investments, or just trying to make sense of everything you’ve set in motion, structure brings clarity. We help you connect the dots between your decisions so you can see how each piece fits together. Along the way, we ask the right questions: Is what you’re doing working? Are you on track? Should something change? The goal isn’t perfection—it’s progress. We help you make informed choices, one step at a time, through focused planning that fits your priorities and pace.
About half (54%) of U.S. adults say they know a great deal or a fair amount about personal finances. Another 33% say they know some about personal finances, while 13% say they don’t know much or know nothing at all, according to a 2023 Pew Research Center survey. (1)
54% of U.S. adults say they’ve made a money mistake they still regret to this day. Almost 60% of Americans are optimistic that they will achieve their money goals.
Not everyone needs an advisor. We offer educational consulting to give you the tools you need to master your finances.
You just need a little clarity on one key issue—we’ll simplify the options and help you find what fits best for you.
For those who want someone in their corner supporting them every step of the way. We don’t just give you the plan we help you make it a reality.
Romana Wealth Partners | 3000 Executive Parkway | Suite 400 | San Ramon, CA 94583
Securities and investment advisory services offered through Osaic Wealth, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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