Roman holds a dual role at Cambria Wealth Management, overseeing the firm's day-to-day operations while also working directly with clients as a Wealth Advisor. The combination suits him well: he is equally focused on building the systems that keep the firm running efficiently and on working with clients to plan for their financial futures. That dual perspective, both behind-the-scenes and client-facing, allows him to identify where the planning process can be made clearer, simpler, and more responsive for Cambria Wealth clients.
Much of Roman's career has been spent supporting both clients and advisors. As a Regional Director at Vestwell, he consulted with financial advisory teams across the country on delivering 401(k) guidance to their business-owner clients, giving him broad insight into the practices that distinguish strong service. Later, as a VP Financial Consultant at Charles Schwab, he worked directly with individual investors, helping them translate market complexity into clear, actionable decisions. These two vantage points, one advising the advisors and one advising the investor, inform how he approaches client relationships today.
Roman earned his Bachelor of Science in Biology from Florida State University, a background that developed his analytical approach well before he entered finance. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Life Underwriter®, credentials that reflect his expertise across comprehensive planning and risk and insurance strategy.
A native Floridian, Roman lives in Sarasota with his wife, Morgan, and their children, Capri and Monroe. Outside of the office, he enjoys camping, CrossFit, reading, and, most recently, working to improve his standing on the Peloton leaderboard.