Gator Wealth
Roman Janos
Wealth Management Advisor|CFP®, AEP®, ChFC®, RICP®, QPFC
Personal
I was born and raised in Switzerland, where I obtained a business degree in Banking and served as a First Lieutenant in the Swiss Army militia, before I moved to the United States in my early 20s.
Once a U.S. citizen, I graduated from the University of Florida with a B.S. in Business Administration and pursued several professional designations.
In my spare time, I am passionate about spending time with family, traveling the world, snowboarding or skiing, and enjoying visual & performing arts.
Below are my areas of expertise
Financial Planning
Investment Planning & Strategies
Business Employee & Executive Benefits Planning
Insurance Protection Strategies
Retirement Planning & Income Strategies
Disability Planning
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
