Ursu Roman Maria

About

Maria Ursu Roman, Certified Financial Planner (CFP®), is a remarkable financial advisor with nearly a decade of experience in the United States financial services industry. Born and raised in the Republic of Moldova, where financial planning was not a common concept and perseverance was key to survival, Maria developed a deep passion for financial education accessible to everyone. Her career began at Northwestern Mutual, where she worked as an Executive Assistant and Marketing Coordinator, managing appointments, digital campaigns, and event planning, before joining the KMG Wealth Management team in Skokie, Illinois in 2018. There, she rapidly progressed from financial assistant to Director of Business Development and lead advisor, obtaining essential licenses such as Series 7, Series 66, Life & Health Insurance, and the CFP® certification in 2022. At KMG Wealth Management, affiliated with IHT Wealth Management LLC and LPL Financial, Maria is dedicated to providing an exceptional standard of care to clients, building long-lasting relationships, and implementing personalized strategies for financial planning, portfolio management, and retirement consulting. With a Bachelor of Business Administration in Business Management and Marketing from Western Governors University, she manages daily client requests, optimizes processes, updates websites and social media campaigns, ensuring compliance with FINRA/SIPC regulations. Her multicultural experience, speaking fluent English, Romanian, French, and Russian, helps her connect finances with clients' personal goals, transforming money into a tool for security and freedom. Maria's personal life reflects the values she promotes professionally: she lives in Chicago with her husband and daughter, enjoying simple moments like cooking, walks through the city parks, and reading. Lessons from her Moldovan childhood – saving small amounts and making prudent decisions in the face of uncertainty – motivate her to help clients avoid common financial pitfalls, creating plans that protect wealth and align resources with family dreams. Through her work, Maria Ursu Roman not only manages wealth but also inspires financial independence, being a shining example for women in the Moldovan diaspora in the field of American finance.