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Our financial advice team


Roman Quisol, Financial Advisor serving the Burlingame, CA area - Ameriprise Advisors

Roman Quisol

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
North Harbor Wealth Management
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 5 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • San Jose State University BS Corporate Finance, Minor Economics

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

  • FAMILY – First and foremost, is my family. The values that I strive to impress on our sons in how to treat one another is an ongoing education in these challenging times.
  • TRAVEL - Our travels have given us the opportunity to enjoy my son's different interests and explore new places or visit past locations.
  • SURFING - One of my favorite sports to do, besides baseball.
  • BASEBALL- Whether watching our local professional baseball team, or in the stands watching as a parent my son's team, this sport provides life lessons and entertainment.