Our commitment runs deeper than dollars and cents. At Romana Wealth Partners, our work doesn’t end with building a financial plan - that’s just the beginning. We believe in showing up for our clients in meaningful ways, especially when life takes an unexpected turn.
We’ve visited clients in nursing homes, made home visits to check in, helped gather paperwork for tax season, and worked side-by-side to build monthly budgets - offering encouragement and accountability along the way.
Our team is devoted to more than just managing wealth. We build lasting relationships grounded in trust, empathy, and the promise to be there when it matters most. During those times, our support extends far beyond finances - we’re there with a steady hand and a caring heart.
Not everyone needs a financial plan. And not everyone needs investment advice. Let’s face it -- no two financial situations are exactly the same. That’s why we tailor our approach to meet your individual needs for now and in the future.
At Romana Wealth Partners, we don't just manage money -- we build relationships. This isn't a one-time transaction or once a year check-in. We walk alongside our clients through life's changes--sometimes joyful, sometimes difficult; with empathy, clarity and care. You're not just hiring a financial advisor; you're gaining a long-term partner who is invested in your life, not just your portfolio.
Whether you’re growing your wealth, transitioning into retirement, or navigating a major life change, your investment strategy should reflect your values, goals, and real life.
We take time to understand what matters most to you—and we build from there.
Guidance at Every StageAt Romana Wealth Partners, we’re here to guide you through every chapter — from building your wealth and planning for retirement, to protecting what matters most along the way.
Our approach is personal, thoughtful, and built to evolve with you. Whether you’re growing your investments, preparing for retirement, planning for long-term care, or making sure your loved ones are secure, we’ll be here — every step of the way.
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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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