Helping You Build & Protect What Matters The Most.
Don't leave your financial future up to chance. Romeo Echo Financial operates using an "Elite Team" structure based off of our experience in the U.S. Military. We bring principles like — strategic planning, teamwork, and mission-focused precision, to your kitchen table. Just like elite units bring together subject matter experts to accomplish one objective, our firm unites professionals in financial consulting, real estate, mortgage services, tax strategies, and even specialized veteran benefit support. Our goal is to help every one of our clients build a legacy and achieve greatness in their lives, whatever that looks like for them.
Book a free strategy call with one of our trusted advisors to explore and figure out what matters to you the most. We will take a deep dive to help you set and achieve goals, and determine the best routes based on where you are currently at.
Our goal isn't to sell you products or services. Our goal is to help you accomplish your goals and build a legacy. We do that by leading from service, teaching you how money works and the principles behind building wealth.
Using a SWOT analysis, we will give you options to accomplish your goals and overcome any challenges that that may stand in your way presently, or in the future. We have subject matter experts in various fields all working together to accomplish the mission.
Your goals don't clock out, and neither do we. At Romeo Echo, we operate with the same level of commitment we upheld in the military, with your goals at the center of our mission. Whether its a late-night question, or time-sensitive opportunity, our team is with you 24/7.
Whether your goal is to buy a home or a portfolio of properties, launch a business, invest for long-term freedom, protect your family’s future, or leave an impact that outlives you, our team brings elite-level expertise from multiple industries to support you at every stage.
We operate with a unified strategy across financial planning, real estate, mortgage solutions, tax strategy, business formation, and VA benefits guidance — so you never have to bounce between advisors who don’t speak the same language. Our competitive advantage is simple:
• Homeownership & Real Estate Guidance – From VA loans to investment properties, we help you buy smart, build equity, and avoid costly mistakes.
• Wealth Building & Investment Planning – Retirement strategies, tax-advantaged investing, insurance planning, and income protection.
• Legacy & Family Protection – Trusts, estate planning, generational wealth strategies, and long-term security for your spouse and children.
• Specialized Veteran Benefits Support - Everything from filing for VA disability benefits to maximizing everything else that is available to you.
And we are here to guide you!



Join Our Team
At Romeo Echo, we are building more than a company — we are building a mission-driven movement. We believe in empowering families with the knowledge and tools to build lasting wealth, while ensuring veterans and transitioning service members have a place where their leadership, discipline, and purpose continue to thrive.
Whether you come from a military background or simply share our commitment to serve others, you’ll have the opportunity to make a real impact. We provide full training, mentorship, and a supportive team environment to help you grow in both real estate and financial services. Our agents have the flexibility to build their own business, create a legacy for their families, and change lives along the way.
If you’re hungry to grow, passionate about helping others, and ready to be part of something bigger — Romeo Echo is looking for you.
Roland is a retired U.S. Marine Corps Infantry leader turned entrepreneur who is redefining how military families and everyday Americans approach wealth-building and financial independence. Over a decorated 15-year career, Roland deployed to Haiti for humanitarian relief during Operation Unified Response and served combat tours in Iraq and Afghanistan under Operation Iraqi Freedom and Operation Enduring Freedom. He completed his service as a Station Commander with Marine Corps Recruiting Station Los Angeles, where he built and led elite, mission-driven teams.

After transitioning from active duty, Roland entered the real estate industry and recognized a systemic gap: veterans were underserved and often misinformed when navigating one of the biggest financial decisions of their lives. To solve that problem, he co-founded Romeo Echo, a real estate company dedicated to delivering world-class service to those who have served — earning recognition as Veteran Business of the Year by the County of Los Angeles.
As Roland advised more families, a larger truth became clear — the financial challenges holding people back were not limited to homeownership. Americans across the board were overwhelmed, under-educated, and unprotected when it came to their money. In response, Roland expanded Romeo Echo into financial services, empowering both veterans and civilians to build wealth with confidence through education-first financial consulting, strategic insurance planning, and innovative tax-advantaged solutions.
Roland is also an advocate for mental health and impact-driven innovation. In 2018, he founded Operation Jump 22, a nonprofit combating veteran suicide by building community, purpose, and resilience. His latest initiative — the Millionaire Child Campaign — focuses on generational wealth: helping parents put simple, smart strategies in place so their children can thrive in any economy.
Roland holds an MBA from the University of Southern California and now resides in New Braunfels, Texas with his wife, Michelle, and their two children. His mission remains the same: serve others, strengthen families, and equip the next generation to build stronger financial legacies than the ones they inherited.
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Our #1 Core Value is Be Of Service
Every Strategy Session You Book With Us Is Complimentary.
Wills & Living Trusts
Minimize Taxation
Strategies to avoid Probate
Legacy Planning
Asset Protection
Wealth Transfer Strategies
Money Management
Retirement Planning
Advanced Life Insurance Strategies
Guaranteed Income Strategies
Tax Strategies
Veteran Specific Strategies
Home buying
VA loan guidance
Real Estate Investing Strategies
Creative Finance Strategies
Mortgage Reviews
Build Long Term Wealth through RE
Romeo Echo and its trusted partners hold Real Estate, Insurance, and Securities licenses within the U.S., across all 50 states, Canada, and Puerto Rico. As with any business, your results may vary, and will be based on your individual capacity, experience, expertise, and level of desire. There are no guarantees concerning the level of success you may experience. The testimonials and examples we share are exceptional results which are not intended to represent or guarantee that anyone will achieve the same or similar results. Each individual’s success depends on his or her background, dedication and motivation.
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