Brian Romag
Client Service Specialist


Brian joined Carlsbad Wealth Advisory Group in May of 2014. With his great interest in finance and an undergraduate degree from California Polytechnic State University, Brian will be an integral member of our team. As of this writing Brian is currently working on completing Series 63 and 65 licensing and is scheduled to take the level 1 CFA designation exam in December 2014. Brian competed in collegiate soccer and is active in two local leagues.