Roman Janos, CFP®, AEP®, ChFC®, RICP®

As a CERTIFIED FINANCIAL PLANNER™ professional and member of the UF Advisor Network, I help you define, create, and enjoy financial independence! A risk and tax diversified approach to wealth accumulation will position you best for the future. My collaborative approach to financial planning will put you on track for achieving your goals and optimizing outcomes. To gain a holistic picture, I help you integrate and align your accounts into a comprehensive financial plan (brokerage, advisory, IRAs, 401(k)s, annuities, income solutions, education funding, life insurance, disability income insurance, long-term care insurance, business group insurance, and employee benefits). Fee-only planning is available too. Let's start planning together!