Roman Lara Email & Phone Number
Agency Owner @ Allstate
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Roman Lara Location
- Porterville, CA, US
Roman Lara Work
- Agency Owner @ (January 2024 - Present)
- Founder @ Only Pickleball (February 2022 - Present)
- Financial Planner @ Roman Lara III Financial & Insurance Services (May 1997 - January 2024)
- Investment Advisor @ (November 2019 - August 2022)
- Financial Advisor @ (October 2018 - September 2021)
Roman Lara Skills
- Long Term Care Insurance
- Life Insurance
- Private Banking
- Personal Financial Planning
- Retirement
- Wealth
- Retirement Planning
- Strategic Financial Planning
- Qualified Retirement Plans
- Estate Planning
- Wealth Management
- IRAs
- Financial Advisory
- Retirement Savings
- Fixed Annuities
- Employee Benefits
- Financial Planners
- Financial Services
- Retirement Plan Consulting
- Investments
- Investment Advisory
- Tax Deferred Exchanges
- Personal Pensions
- Series 7
- Alternative Investments
- Individual Pension Plans
- Sales
- Non Qualified Deferred Compensation
- Public Speaking
- Licensed Life and Health Insurance Agent
- Succession Planning
- Strategic Planning
- Finance
- Securities
- Small Business
- Annuity Sales
- Retirement Benefits
- Deferred Compensation
Roman Lara Summary
- Roman Lara, based in Porterville, CA, US, is currently a Agency Owner at Allstate. Roman Lara brings experience from previous roles at Only Pickleball, Roman Lara III Financial & Insurance Services, Brookstone Capital Management and J.D. Mellberg Financial. With a robust skill set that includes Long Term Care Insurance, Life Insurance, Private Banking, Personal Financial Planning, Retirement and more. Roman Lara has 3 emails and 1 mobile phone numbers on RocketReach.
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