

Financial Advisor
Chris Roman
100 Capitola Dr, Suite 308, Durham, NC 27713opens in a new windowAccepting New Clients
Focus Areas
- Wealth Strategies
- Intergenerational Planning
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Estate & Legacy Strategies
Focus Areas
- Wealth Strategies
- Intergenerational Planning
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Estate & Legacy Strategies
Personal Interests
- Golfing
- Movies & Entertainment
- Sports Enthusiast
- History and Museums
- Reading
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
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