Roman Chiokadze
Wealth Manager
Roman specializes in retirement income planning, investment management, and tax-efficient strategies. His client-first philosophy emphasizes education, transparency, and tailored guidance, ensuring every decision is informed and confidence-inspiring.”
Roman Chiokadze is a Wealth Manager with Ventura Wealth Management, bringing experience in the financial services industry since 2019. He partners with individuals, families, business owners, nonprofits, and endowments to craft personalized strategies that align with their goals—from building wealth to transitioning smoothly into retirement.
Roman specializes in retirement income planning, investment management, and tax-efficient strategies. His client-first philosophy emphasizes education, transparency, and tailored guidance, ensuring every decision is informed and confidence-inspiring.
He holds a degree from West Chester University and maintains the Retirement Income Certified Professional® (RICP®) and Financial Services Certified Professional® (FSCP®) designations. He is licensed for Life and Health Insurance and holds Series 6, 63, and 65 securities registrations.
Originally from Ukraine and raised in Bucks County, Pennsylvania, Roman now lives with his wife and two children. A dedicated family man and automotive enthusiast, he spends his free time on the ice playing hockey, carving slopes while skiing, or tackling trails on his mountain bike.