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Angel Roman

Advisor Image
Angel Roman
Financial Advisor
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Spanish-Speaking
Armed Forces & Veterans
Tax Efficient Planning
Retirement Planning
Business Owners
About Angel Roman
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • Bachelors of Art, Barry University
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Alabama
  • Colorado
  • Florida
  • Georgia
  • Maryland
  • Nebraska
  • Nevada
  • North Carolina
  • South Carolina
  • Tennessee
  • Texas
  • Virginia

Insights

September 2026 Market Update: Healthy growth sends stocks to new highs
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
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Can you check off any of these boxes? ✅ Loved ones depend on you for income ✅ Don’t want to pass large debts onto others ✅ Want to leave a legacy If you checked any of the boxes, you should consider how life insurance can help you protect what’s most important to you: https://bit.ly/47eNLJh
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Smart business owners see the value in creating a thoughtful succession plan. Discover more here: https://bit.ly/44rq2mF
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Check out our upcoming Thrivent Member Events! image
Check out our upcoming Thrivent Member Events!Jul 2, 2026, 5:00 PM UTC - Dec 31, 2026, 6:00 PM UTC
In your community!
The Southeast Thrivent Member Network brings people together around shared values, generosity, and meaningful community impact. Through educational events and local engagement opportunities, members can connect with others and explore ways to live with greater purpose.
Money Canvas: Discover Your Financial Confidence image
Money Canvas: Discover Your Financial ConfidenceJul 2, 2026, 5:00 PM UTC - Dec 31, 2026, 6:00 PM UTC
Guided Online Program
Take control of your financial future with Money Canvas, a free online program designed to help you build better habits around budgeting, saving, and spending. Over the course of three personalized sessions, you’ll work with a dedicated Money Guide who will support you in developing practical skills and a confident mindset toward your finances.Each session lasts about an hour and focuses on a key area of everyday money management. You’ll learn how to make intentional choices and set meaningful goals, all at a pace that works for you. Coaching is available in both English and Spanish.Ready to begin? Click the REGISTER button to get started.
View all events
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent product and services may only be available in English.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations