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Carole R

Series 63, Series 65

Durango, CO

Prasad Wealth Partners

Carole Rominger is a financial advisor at Prasad Wealth Partners with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors and Osaic Advisory Services. Prasad Wealth Partners provides personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm primarily uses fundamental analysis with a long-term orientation and employs a range of investment vehicles including mutual funds, ETFs, equities, corporate bonds, and alternative products.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General retirement planning Wealth management Founder/Business Owner Retired
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