Mark Roman

Services Offered

• Investment strategies
• Insurance strategies
• Holistic financial planning

About

Mark Roman is a financial consultant based in Los Angeles, California, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Mark employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. His focus is on growing and protecting the assets of high net worth individuals, families, corporate executives, and businesses, leveraging the resources available at Oppenheimer to address complex financial issues.

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