Even the best decisions feel easier when you’ve had a second set of eyes review them. Whether you’re working with another advisor, considering a specific financial product, or reviewing your overall plan, it’s natural to wonder: “Am I making the right choice?” 

At Romana Wealth Partners, we provide second opinions designed to give you clarity, reassurance, and peace of mind.

Why Consider a Second Opinion

What We Review

  • Recommendations from other advisors or brokers

 

  • Existing financial plans or retirement strategies

 

  • Investment portfolios and account allocations

 

  • Specific financial products (insurance, annuities, etc.)

 

How It Works

  1. Share your concerns: Tell us what you’re unsure about—whether it’s a product, a plan, or a recommendation you’ve received.

  2. We review and assess: We’ll analyze your situation objectively, explaining the strengths, risks, and alternatives.  

  3. You choose your path: With clearer insight, you decide whether to move forward as is or make changes. 
 


Questions You May Be Asking Yourself

A Fresh Perspective

Your financial future is too important to leave to doubt.

A fresh perspective through a second opinion can give you the confidence you need to move forward.

Our Fee

Our fee for a second opinion is $300–$500 per hour, depending on the scope of your request. This ensures you receive objective, professional guidance tailored to your specific concerns.


Let's Start a Conversation

  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. 

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