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Dan Roman



(610) 524-8266, x404

Danial and the partners at Bala Financial Strategies joined A.P. Lubrano & Company, Inc in 2019. He focuses on Planning, including Life Disability, and Long-Term Care Insurance, Retirement/Wealth Management, Education Planning, and Estate/Legacy Strategies.

He enjoys the tremendous impact he can have on the lives of his clients and the strong relationships he builds with them, finding a simple thank you from a client to be extremely rewarding.

Danial is a 2011 graduate of Bloomsburg University with a Bachelor’s in Business Administration. His previous job experience is in the service industry, ranging from helping customers find their favorite beverage to waiting tables. He has always truly enjoyed working with people.

Throughout college, Danial spent time assisting at blood drives for the American Red Cross. More recently, he enjoys volunteering for rescues to help dogs find their "forever home."  


Danial maintains the Life, Accident and Health licenses as well as the Series 7, 63 and 65 securities registrations.


He resides in Glenside, Pennsylvania and in his free time, enjoys spending time with his family, going to sporting events, and taking his two dogs to the park. 

CA Insurance License #0I55361


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Let us do the work, because life's complicated enough. Today, tomorrow, together.

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