Roman Moriarty

Financial Advisor
LPL Financial at Firehouse Financial

Insurance License #18132226

Phone Icon (626) 437-6931
Email Icon rmoriarty@firefirstcu.org

 

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Roman Moriarty

 

“Financial decisions rarely exist in isolation. That’s why I work with individuals and families to build financial plans that align investments, retirement goals, insurance needs, and estate considerations into a cohesive strategy. My goal is to help bring clarity and coordination to the many moving parts of our members’ financial lives, so they can move forward with confidence.”

 

Specialty

Roman uses his in-depth knowledge of DROP programs, Deferred Compensation Plans, and Retirement Rollovers to create holistic financial plans that reduce risk and protect assets. He provides members with valued second opinions on existing portfolios, including tax-advantaged investing strategies, college savings, estate planning, and intergenerational asset transfers.


Education and Experience

Roman earned a Bachelor’s degree in Mechanical Engineering at Virginia Commonwealth University. He has worked in the financial services industry since 2019 and joined Firehouse Financial in 2025.


 

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Firefighters First Credit Union and Firehouse Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Firehouse Financial, and may also be employees of Firefighters First Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Firefighters First Credit Union or Firehouse Financial. Securities and insurance offered through LPL or its affiliates are:

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May Lose Value


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