Customer Service, General Information and New Accounts


For customer service requests, new account inquiries, address and beneficiary changes, scheduling meetings, and all other general inquiries contact: 

 
 
 


Schedule an Appointment & Financial Planning Questions


For financial planning questions, account inquiries, recommendations, and overall market conditions, or to schedule an appointment contact:

schedule a meetingemail us a question 
  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.  

This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MN, MD, MT, NC, NJ, NV, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced. 

Check the background of your financial professional on FINRA's BrokerCheck. Osaic Form CRS.