Roman Bulawski


Roman is a Certified Financial PlannerTM professional with over 15 years of direct industry experience in financial services, wealth management, and financial planning. His background also includes bank management, brokerage operations, and compliance work in addition to planning. In 2014, Roman completed his certification to become a Certified Financial PlannerTM professional and has focused on helping people with their Education, Retirement, and Estate Planning needs. In September of 2018, Roman joined Mike at Red Oak Wealth Management, LLC, agreeing wholeheartedly with Mike’s philosophy on what is right for the client: “It depends. The only way to know what is right for each client is to do comprehensive financial planning first.”

Securities and Investment Advisory Services offered through NEXT Financial Group, Inc. Member FINRA/SIPC. Red Oak Wealth Management is not an affiliate of NEXT Financial Group, Inc. 

Phone 201-523-9046