Roman Sandoval

Sr. Wealth Manager at REDW Wealth LLC

Role
Sr Wealth Manager at Redw Wealth Management
Location
Albuquerque, NM, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Roman Sandoval

As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.I am not licensed in all jurisdictions.

Experience

  1. Sr Wealth Manager

    Redw Wealth Management

    Jun 2025 — Present

Education

  • UNM Anderson School of Management

    Bachelor of Business Administration (BBA), Finance, General

    2011 — 2015

  • The University of New Mexico

    Bachelor of Business Administration (B.B.A.), Finance, General

    2011 — 2015

Skills

  • Term Life Insurance
  • Life Insurance
  • Finance
  • Fixed Annuities
  • Microsoft Office
  • Sales
  • Management
  • Team Building
  • Customer Service
  • Strategic Planning
  • Microsoft Word
  • Social Media
  • Business Planning
  • Microsoft Excel
  • Marketing
  • Public Speaking
  • Leadership
  • Life & Health Insurance Licenses

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Roman Sandoval — Sr Wealth Manager at Redw Wealth Management in Albuquerque, NM, US | Unifers