whitecon-play-solid whitecon-play-triangle circle-bookmark circle-share-arrow deco-blue-ribbon deco-cash deco-giving-hand deco-graduation-cap deco-id-card deco-medal deco-people-group decocon-white-blue-ribbon decocon-white-graduation-cap decocon-white-people-group glyph-chat-action glyph-locator-map glyph-score-shield tip-modal tip-question-mark trophycon-founders-club trophycon-napfa trophycon-video-views logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-building tip-modal tip-question-mark
Mini cropped roman polnar guidevine
Pillar6 Advisors, LLC
San Francisco, CA

Roman Polnar

Score:
--

Meet Roman

688960442 200x150
Meet Pillar6 - Roman Polnar
Video Transcripts

Pillar6 is a multifaceted lifestyle and wealth advisory firm geared to serving successful individuals and families with active lifestyles. Our approach to goal setting, money coaching, and planning integrates the five key components of well-being that gives our clients a platform to set, measure, achieve, and celebrate their accomplishments.

Financial Planning and Asset Management Services are available through Pillar6 Advisors, LLC., a Fee-Only Independent Registered Investment Advisor in the State…

Pillar6 is a multifaceted lifestyle and wealth advisory firm geared to serving successful individuals and families with active lifestyles. Our approach to goal setting, money coaching, and planning integrates the five key components of well-being that gives our clients a platform to set, measure, achieve, and celebrate their accomplishments.

Financial Planning and Asset Management Services are available through Pillar6 Advisors, LLC., a Fee-Only Independent Registered Investment Advisor in the State of California. Insurance products are available through Pillar6 Benefits and Insurance Services Inc., an Independent Insurance Broker in the State of California license 0D49236.

Roman began his career in investment banking at Robertson Stephens, focusing on distribution/sales of pre-IPO allocations before joining Northwestern Mutual where he worked as a financial Representative for 6 years. At Northwestern Mutual, he specialized in Insurance, Personal Investments and Estate and Financial Planning while helping people organize their financial affairs and prepare for a secure financial future. Roman then transitioned to Lenox Advisors where he was a vice president. In 2010, Roman founded Pillar6 Advisors where he’s been Managing Partner since inception.

Languages Spoken
Russian

Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Estate Planning
Insurance Management

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs

Fee structure

Based on % of assets
Flat Fee/Retainer
Hourly

Memberships

NAIFA - National Association of Insurance and Financial Advisors 
FPA - Financial Planning Association

Education

Bachelors
Spinner Loading...