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 is an integral member of our team. He has completed his Series 63 and 65 licensing and is working on the level 2 CFA designation exam. Brian and his wife Katy enjoy camping and traveling to see friends and family throughout the US.