About

Roma Ferriter, M.Ed

Roma Ferriter, M.Ed

Financial Education Manager

2173 Salk Ave., Suite 250

Carlsbad, CA 92008

About Me

My mission is to help people learn and understand key financial principles to protect and grow their wealth. With the education provided you can achieve financial peace of mind by protecting the money and assets you have, secure a better future for your family and learn to financially live - not just exist. We provide strategic wealth planning, like Tax Free Retirement, Million Dollar Baby Plans, Living Benefits and more.

Here you will find blog posts, articles, and videos that will give you the information you need to make educated finanacial decisions. My hope is to help you achieve financial peace of mind and take control of your future. 
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