Insurance and investments for you and your family
My name is Ricky Romasanta and I'm a financial professional. I've been in the financial services industry for 7 years with Principal. I specialize in investment risk management and financial goal planning. I'm passionate about educating and guiding millennial generations into the modern era of finance.
As many of you may already know, my mom, Grace Romasanta, is a financial professional and has working in the financial services industry for over 30 years. Grace came to the United States in the late 1970's from the Philippines. She, as well as many other first-generation Filipinos, were looking to establish roots here and build a better life. A decade later, Grace joined Principal, with an opportunity to make a career in financial services. After 35 years of experience as a financial professional, Grace has built a trustworthy and reliable practice, helping other first-generation Filipinos protect their family and retire smoothly.
Grace and I are very excited to be working together to help all generations of a family tree.
“I am so happy that Ricky and I are working together. I have built so many amazing relationships with my clients, and it feels great to know that whenever I decide to retire, my clients will still be in good hands. We are truly, a family business”
-Grace
“Most of us aren't as prepared for this chapter of adulthood. We don't learn enough about personal finance in high school. So when the time comes, and we have a family to take care of and real world bills to pay, we have to figure it all out ourselves. That's not a fair system to set us up for success. I always knew I was going to be in this industry. Ever since I was 12 years old, my mom hinted that I would carry on the family business at the time, I didn't think much of it. But as the years went by, and even after I finished college, I realized that I was always meant to be here helping my friends and family this way it was truly, destiny”
-Ricky
