Susan Roman, CFP®

We specialize in Retirement Planning for people nearing or already in retirement

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Roman Retirement Planning, LLC Susan Roman, CFP®
Mashpee, MA

Serving Clients Nationwide

We specialize in Retirement Planning for people nearing or already in retirement

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Susan Roman grew up in Falmouth. She graduated from Boston College with a Bachelor of Arts in Economics in 1993 and earned her law degree from Boston College Law School in 1997.

After graduating from law school, Susan worked for PriceWaterhouseCoopers in Boston and Philadelphia in their multi-state corporate tax consulting groups. After leaving PriceWaterhouseCoopers, Susan moved back to Falmouth with her husband, Seth, who is also an attorney on Cape Cod.

Susan practiced law for twelve years before deciding to return to the financial industry. In 2018 she founded Roman Retirement Planning, LLC in order to serve her clients in the way she felt was best for each individual. Susan values the Fiduciary standard and always works in the best interests of her clients. She is proud to have earned her CERTIFIED FINANCIAL PLANNER® marks and is also a licensed Investment Adviser Representative.

Susan serves as Treasurer of the Board of Directors for Falmouth Volunteers in Public Schools (VIPS). She is also a member of the Mashpee Chamber of Commerce. Susan resides in Falmouth with her husband and four children.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Financial Planning Association
  • The AGC

Primary Location

35C South Street Mashpee, MA 02649

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Commissions
  • Fee Based
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory conversation. We will get to know each other so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Roman Retirement Planning, LLC is located on Cape Cod. We specialize in Retirement Planning for people nearing or already in retirement. We also provide Investment Management services for all ages.

Whether you are in the accumulation phase of your financial lifecycle or the distribution phase, it is important to have processes and strategies in place to maximize your chances of financial success.

Education

Boston College Law School, Doctor of Law (JD) | Boston College, BA, Economics

Hobbies and Interests

  • Family

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement

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