About Tony Roumell
Employer Benefits Planning Founder
Tony is a 22 year veteran of the financial and insurance services industry. He focuses on employee benefits programs and also provides consulting for successful professionals and business owners on wealth accumulation, retirement distribution, and business succession planning.
Tony resides in San Diego, California where he enjoys time with his family. A Fellow of the Life Underwriters Training Council, Tony is also a member of the San Diego Life Underwriters Association and NAIFA.