Roman Chiokadze RICP FSCP, Wealth Manager with Ventura Wealth Management

Roman Chiokadze RICP FSCP, Wealth Manager with Ventura Wealth Management Financial Advisor offering investment advisory services through Eagle Strategies LLC I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company


Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

100 Witmer Rd. Suite 100
Horsham, PA 19044
267-205-6403


Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grate...
05/25/2025

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

The announcement of a reciprocal U.S. trade policy rattled global markets last week. With fresh tariffs now front and ce...
04/17/2025

The announcement of a reciprocal U.S. trade policy rattled global markets last week. With fresh tariffs now front and center, our Global Market Strategy team is updating their U.S. economic scenarios to reflect what they see as a decisive shift in risks. Learn more in this week's :
https://bit.ly/3YBCU6O

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
04/15/2025

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Smart cash flow management can have a bigger impact on your retirement savings than simply earning more. Don’t let commo...
03/27/2025

Smart cash flow management can have a bigger impact on your retirement savings than simply earning more. Don’t let common mistakes derail your future. Check out this article on three cash flow pitfalls to avoid—and how to enjoy life now while still saving for the future.
Want to maximize your retirement strategy? Let’s talk!
https://bit.ly/4hTwJCa

Here are seven ideas Baby Boomers can consider to help make the most of their financial resources for retirement.
03/15/2025

Here are seven ideas Baby Boomers can consider to help make the most of their financial resources for retirement.

Learn about the low-buy challenge whose purpose is to redirect saved money toward meaningful financial goals and move to...
03/14/2025

Learn about the low-buy challenge whose purpose is to redirect saved money toward meaningful financial goals and move toward underconsumption.

Low-buy challenges help stop overconsumption in its tracks. To get started, identify your pain points, set realistic goals and track your progress to see the best results.

03/13/2025

Julia Hermann from the Global Market Strategy team at New York Life Investments discusses the model from the Atlanta Fed, a live tracker of GDP growth, showing a dramatic swing due to trade dynamics. Watch the video, then click here to learn more:
https://bit.ly/4kPpyxi

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join Ed Slott on March 18 at...
03/13/2025

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join Ed Slott on March 18 at 7 PM ET for his latest consumer seminar to hear about planning strategies that you can leverage to help protect your retirement funds from taxes. Don’t miss this chance to secure your financial future! Register now at: https://bit.ly/3R6RtLz

APR (Annual Percentage Rate) affects every loan you take—mortgages, credit cards, auto loans, and more. Understanding it...
03/13/2025

APR (Annual Percentage Rate) affects every loan you take—mortgages, credit cards, auto loans, and more. Understanding it can help you make smarter financial choices. Check out this helpful article to learn how APR works and how to secure better rates!
Need guidance on life insurance and financial strategies? I'm here to help!
Article is for information purposes. Contact your bank, credit card company, or your loan provider for guidance regarding your specific situation.
https://bit.ly/4bSO9xd

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join Ed Slott on March 18 at...
03/13/2025

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join Ed Slott on March 18 at 3PM ET for his latest consumer seminar to hear about planning strategies that you can leverage to help protect your retirement funds from taxes. Don’t miss this chance to secure your financial future! Register now at: https://bit.ly/4hrQ2SJ

ICYMI: In this week's  , the Global Market Strategy team at New York Life Investments breaks down the latest inflation d...
02/28/2025

ICYMI: In this week's , the Global Market Strategy team at New York Life Investments breaks down the latest inflation data, how the Fed and markets are responding, and what it all means for investors navigating a higher-for-longer rate environment: https://bit.ly/3Xn5dWl

02/27/2025

The Global Market Strategy team of New York Life Investments reveals 2025's black swan events, from tech breakthroughs to geopolitical tensions. Watch now!

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Philadelphia, PA

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