🌳 Empowering Families to Build Wealth, Protect What Matters & Leave a Legacy
From Social Work to Financial Freedom—We Help You Break Cycles, Build Assets & Protect the Ones You Love.
🔷 WHO WE SERVE
Who We Help:
Whether you're:
✅ A new parent wanting to protect your family
✅ A self-employed boss building assets
✅ A first-gen wealth builder rewriting your family story
You belong here.
🔷 OUR MISSION
Your Journey to Financial Literacy
At ROMA Legacy 4 Life, our mission is simple:
We help everyday families take control of their finances, protect what matters most, and build generational wealth through culturally relevant financial education, life insurance strategies, and real estate empowerment.
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🔷 WHAT WE DO
Your Journey to Financial Literacy
💼 Financial Services & Life Insurance
→ Customized coverage to protect your income, your kids, and your legacy.
→ Strategies that use life insurance as a wealth-building tool, not just a payout plan.
🏡 Real Estate & Homeownership Guidance
→ First-time homebuyer coaching
→ Income-producing property education
→ Real estate as a legacy strategy
📚 Financial Literacy Workshops
→ In-person & online masterclasses
→ Resources for families, entrepreneurs & youth
→ Interactive money talks rooted in culture + community
💼 Financial Services & Life Insurance
📚 Financial LiteracyWorkshops & Webinars
🏡 Real Estate & Homeownership Guidance
📚 Debt-Free Legacy Planning
🔷 WHY ROMA LEGACY 4 LIFE?
✅ Licensed & Experienced: Life, Health & Real Estate licensed in multiple states
✅ Grounded in Purpose: Founded by a Cal State L.A. Social Work grad turned financial freedom fighter
✅ Heart-Led & Results-Driven: We lead with compassion, facts & action plans
✅ Legacy-Centered: Everything we do is designed to outlive us—and serve generations after us
Janelle M.
Single Mom & Educator
★ ★ ★ ★ ★
💬 "ROMA Legacy helped me understand the power of life insurance as an asset. Now my kids are protected AND I’m building generational wealth. Total game-changer!"
Eric D.
Self-Employed Dad
★ ★ ★ ★ ★
💬 "They didn’t just sell me insurance—they taught me how to use it to build financial freedom and get out of debt. This isn’t sales. This is legacy."
Margarita S.
Entrpreneur
★ ★ ★ ★ ★
I was completely lost when it came to understanding personal finance until I discovered Financial Skills Academy. As a newly divorced mom of two kids, I suddenly had a lot more to manage on my own from housing to healthcare to planning for college one day. The on-demand video courses broke complex money topics down in simple ways I could understand.
🔷 DOWNLOAD YOUR FREE STARTER KIT
🎁 The Financial Legacy Starter Kit
Your step-by-step guide to:
✔️ Understanding how life insurance builds wealth
✔️ Creating a legacy plan for your kids
✔️ Protecting your income, assets & peace of mind
✔️ Choosing your first policy or real estate step
✔️ Budgeting, debt payoff & more
🧰 [Get the Starter Kit Free →]
🔷 WORK WITH US – Start Your Career in Legacy
Ready to Build Wealth While Helping Others Do the Same?
ROMA Legacy 4 Life isn’t just a movement—it’s a mission. We’re actively growing our national team of purpose-driven agents, educators, and community leaders who want to change lives.
Join us if you’re ready to:
💼 Launch a flexible, profitable career in financial services
🎓 Get mentorship, ongoing training & resources
🧠 Earn while you learn with part-time or full-time opportunities
🌎 Make an impact in your community while building your own legacy
Whether you're licensed or new to the industry, we provide step-by-step support to help you grow.
📩 [Apply to Join the Team]
🗓️ [Register for Our Next Info Session]
Let’s Protect Your Peace and Build Your Legacy—Together.
📞 Book your free consultation today → [Schedule Now]
📩 Subscribe for weekly tips → [Join the Legacy Letter]
🧠 Ready to grow with us? → [Become an Agent]all to Action Headline
Get In Touch
(323) 556-4883
Address: 1590 Adams Ave Unit 4242,, Costa Mesa CA 92628
Email:
Assistance Hours :
Mon – Sat 9:00am
Sunday – 8:00pm
