Having joined Bailard in 1997, Romy works with many clients and families to help them achieve their financial goals while providing them with peace of mind. She is passionate about educating her clients on all matters of wealth management and views herself as their financial quarterback. She handles the implementation of investment strategies, the development of an appropriate asset allocation, financial planning, and the ongoing management of the client relationship. Romy received her BA in Sociology from the University of Washington and after living in Seattle for four years, she realized she missed the sunshine and wanted to come back to the Bay Area where she was born and raised. She