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
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
Sr Wealth Manager
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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