Brittany B.
1/24/2022
RJ is my financial advisor & educator! He breaks everything down & takes time to make sure I understand. He uses real life examples to compare to day to fay activities so that I can retain the...
ROMAR Wealth Management
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(13)
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600 Grand Ave Ste 301
Oakland, CA 94610
Romar Wealth Management, located in Oakland, CA, specializes in personalized financial planning tailored to the unique goals and risk tolerances of its clients. With a commitment to excellence, they provide a concierge-level client experience, leveraging a collaborative approach to deliver best-fit investment strategies.
Focused on serving a diverse clientele, including business owners, healthcare professionals, families, and retirees, Romar Wealth Management emphasizes attention to detail and proactive guidance. Their team of experienced advisors is dedicated to helping clients navigate their financial journeys with sophisticated, well-crafted plans that reflect individual aspirations.
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Reviews
5.013 reviews
Eugene R.
12/31/2020
We just bought our first home and could not have done it without the extremely professional and talented RJ Martin. We started investing with RJ a couple of years ago, and since then he's become...
Mario B.
8/24/2019
RJ is a great financial educator on aspects whether its strategizing your debit management, investments, wealth building, and overall long term goals. He is very thorough, yet humble, with a...
Kerri N.
4/22/2020
RJ is the real deal! I have had several financial planners in the past and never really got the feeling that I mattered. This is not the case with RJ. He is on top of my portfolio and on top of...
Mellonie B.
11/24/2020
A meeting with my insurance agent changed my life when she connected me to RJ. He was able to make complex financial terminology so simplistic and easy to understand that it didn't take too much...
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