Rj Martin founded ROMAR Wealth Management with a straightforward yet powerful purpose: to serve as a trusted resource for all who seek sound financial guidance delivered with genuine care. ROMAR Wealth is no ordinary management company. We are unique in our commitment to help EVERYONE, from those at the outset of their financial journey to seasoned investors seeking expertise in efficiently expanding and transferring their wealth. Rj's vision was to build more than just a financial firm - he wanted to create an extended financial family, where every client is valued, heard, and supported.
His mission is to demystify financial literacy and render it accessible to all. Rejecting the notion of a one-size-fits-all strategy, Rj insists on tailored, dynamic investment solutions that cater to the unique needs and goals of every ROMAR family member, no matter where they are in their personal and financial journey.
An alumnus of North Carolina State University, Rj holds both a bachelor's and master's degree in accounting. His impressive early career saw him serving as a revenue agent for the United States Department of Treasury, an internal auditor for RBC Bank, a fraud and investigations associate for PricewaterhouseCoopers, LLC, and a financial advisor with Edward Jones Investments. In 2018, he earned his prestigious AAMS® designation, and he also holds an insurance license.
Rj's enthusiasm for his work is palpable, and his ultimate reward lies in seeing his clients flourish financially. The trust and long-lasting relationships he has cultivated with his clients bear testimony to his professionalism and integrity.
(650) 201 - 6311
4701 Patrick Henry Drive, Bldg. 16
Santa Clara, CA 95054
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