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Mark Roman

Investing · Los Angeles, CA

Part of Oppenheimer & Co. Inc. (154 locations)

About Mark Roman

The Olympic Private Client Group tailors a holistic strategy unique to your goals and dreams. We strive to give you exceptional service that is proactive, thoughtful and personalized. As your needs change we learn and adapt.

From their website

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Services

As listed on their website.

  • Generational Wealth Planning
  • Consultants to Business Owners
  • Corporate Executive Services
  • Educating Next Generation
  • Equity Management
  • Alternative Investments

Location

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