Roman Sandoval

Wealth Advisor

9

Years

Total Experience

4

Years

With REDW

Specializing In:

 

Education:

Bachelor of Business Administration with a focus in Finance from the University of New Mexico

Meet Roman

Active in the financial services industry since 2015, Roman joined the REDW Wealth team in early 2020 to assist our clients with financial plans, provide research and analysis for our investment committee, and serve on our compliance team.

Financial Planning

However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals.

Fee-Only Fiduciary Advisors

Using a fee-only compensation model sets us apart by providing transparency to the costs of our services and allows us to select from a broader range of investment products.

Connect with Roman