Samantha Balboni brings 30 years of experience as a financial advisor, but what truly sets her apart is the heart she brings to every relationship. In a field often defined by charts and spreadsheets, Samantha never loses sight of the person behind the numbers and what truly matters to them. Raised by a single mother and having put herself through college, she understands the value of perseverance, independence, and strong financial decision-making. She founded Romana Wealth Partners with a clear vision: to build lasting relationships by offering not only smart financial strategies but also genuine care and support when it’s needed most.
Samantha’s approach is holistic—she looks at every part of her clients’ financial lives, from investments and retirement planning to tax considerations, family dynamics, and life transitions. Clients count on her to guide them through significant milestones—from divorce and retirement to caring for aging parents or passing wealth on to the next generation. She often goes beyond traditional advising, whether it’s helping prepare for tax returns, visiting clients in nursing homes, teaching adult children to manage money with confidence, or simply being a steady source of guidance after the loss of a spouse.
Samantha lives in Walnut Creek with her husband and their two children—a junior in high school and a sophomore at UC Berkeley—and their dog, Charlie, who occasionally joins client meetings. On weekends, you’ll often find her tending to her garden, planning her next travel adventure, or rolling up her sleeves to support local causes close to her heart.
Romana Wealth Partners | 3000 Executive Parkway | Suite 400 | San Ramon, CA 94583
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