Sobre Nosotros

Roma Ferriter, M.Ed

Roma Ferriter, M.Ed

Financial Education Manager

2173 Salk Ave., Suite 250

Carlsbad, CA 92008

Acerca de Mi

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. 

¡Obtén tu libro gratis!Next-Gen Protection

El futuro es ahora. Este libro, que es el primero en su tipo con el contenido de realidad aumentada, le mostrará por qué tener un seguro de vida con los Beneficios en Vida no es un lujo hoy día, sino una necesidad urgente.

Next-Gen Protection
Next-Gen Protection