At Romana Wealth Partners, we believe it's about more than numbers -- it's about your life and your goals at every stage.
We take the time to truly understand what matters most to our clients, guiding them through life's transitions with empathy, expertise, and unwaivering support. Whether it's traveling while health allows, funding a grandchild's education, or crafting a meaningful legacy, we help our clients live fully today while preparing for tomorrow. Our mission is to be more than advisors -- we're partners in supporting our clients as they make confident decisions and create financial security for every stage of life.
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.
Samantha Balboni CA Insurance License #0B68357, Ken Leonardini CA Insurance License #0792479. Securities and investment advisory services offered through Osaic Wealth, Inc. 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.
*Use of the AIF designation does not imply that Osaic Wealth or its Investment Advisor Representatives may act in a fiduciary capacity for ERISA Plans.
