Rob Roman

5.0 out of 5.0
Rating 5.0
(5 Reviews)
Investment Advisor Representative
+1 (520) 203-7250
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Smart Decisions, Smart Goals

At Transamerica Financial Advisors (TFA), your financial goals become our financial goals. Services that are typically reserved for the wealthy now become available to everyone, with a diverse selection of financial strategies, innovative technology, and the experience and knowledge to help move you toward your goals. Our trusted representatives help you confidently choose from a variety of investments that are best designed to align with your goals, and partner with you to create a clear strategy to help grow and preserve your wealth — no matter life’s changes. *Investing involves risk including the potential loss of principal.
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Creating Confidence

Whether you’re saving for a car, for college, for a wedding, or for retirement, TFA can help you craft a strategy.

Services Offered by Rob

Insurance Protection

The most important part of preparing for the future is protecting it. As a TFA representative, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.

Retirement Income Strategies

The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a TFA representative, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.

Business Strategies

Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.

Long Term Care

Long-term care planning is often overlooked but can be a key component of a solid financial foundation, especially as people continue living longer. Although your need may be far into the future, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.

College Funding

No parent wants to compromise the quality of their children’s education, yet tuition costs continue to rise. Whether you’re preparing to send your first - or fifth - child to college, I am here to share useful tactics on how to effectively support your children’s future while still saving for yours.

Disability Insurance

Don’t let an unexpected disability compromise your prime earning years. With disability insurance you can still receive income even if you’re unable to work due to an injury or other unforeseen circumstance.
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Our Success is Built on Yours

TFA empowers entrepreneurs to advance their practice and make a difference in the lives of clients through providing wealth and investment strategies. With access to our robust platform, diverse product portfolio, ongoing education and training, it's possible to build a holistic financial services practice. Whether you're new to this business or a seasoned professional, TFA is centered around fueling your growth as you build a legacy for yourself and help others do the same.

Frequently Asked Questions

Recent Reviews for Rob Roman

Displaying reviews 1 - 5 of the 5 most recent
  • 5 out of 5
    Rating 5.0
    Rob is an excellent advisor and has helped me navigate the insurance and investment world for many years. His knowledge has helped me protect and build my wealth. I’d also give him props for his top notch customer service. Rob’s my go to and highly recommend him based on my experience with him.
  • 5 out of 5
    Rating 5.0
    I didn’t know what I didn’t know! Robert made complex matters simple enough so I could better financial decisions. Now I feel to be much more on track for my goals. Thank you!
  • 5 out of 5
    Rating 5.0
    When it comes to Money, TRUST is key and I feel very fortunate and luck to have work with Robert Roman on my personal financial goals and strategies. I strongly believe that he has pleased my needs first and has addressed the various topics that we have covered in a professional manner. I will be recommending him to family members and friends.
    Response from Robert Roman
    Alex, thanks for the opportunity for allowing me to help you & your family on a path toward financial independence!
  • 5 out of 5
    Rating 5.0
    Good planning
    Response from Robert Roman
    I appreciate the feedback & chance to work together on your Investment goals!
  • 5 out of 5
    Rating 5.0
    Knowledgeable and great customer service.
    Response from Robert Roman
    It’s been awesome working with you Ray, thanks for the opportunity!

About Rob's Office

2560 E 10th Street
Tucson, AZ 85716
Day of the WeekHours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
Saturday9:00 AM - 1:00 PM