Luis Román is a seasoned financial advisor, author of the book "Transcending Wealth," and a former professor with over two decades of experience in asset management, quantitative finance, and investment risk management. His career spans leadership roles at institutions such as the Massachusetts Pension Reserves Investment Management Board (PRIM), Columbia Threadneedle Investments, and State Street Global Advisors. In 2020, Luis pivoted to working closely with small business owners, helping them stabilize, grow, and align business strategies with family financial goals. That experience deepened his passion for guiding individuals and families to make informed financial decisions that align with both their values and aspirations. Today, Luis combines his background in mathematics, finance, investment risk management, and behavioral insights to deliver thoughtful financial planning rooted in both rigor and empathy.