Roma Pithadiya is a Top of the Table–level financial adviser, insurance strategist, and CEO, celebrated for transforming financial literacy for families, seniors, and business owners across the nation. Known as the “Million Dollar Immigrant,” Roma arrived in the United States with nothing and rose to the top of her industry through resilience, mastery, and an unwavering commitment to serve.
Her expertise and story have been featured on major media networks including NBC, FOX, ABC, and CBS, positioning her as a trusted authority in tax efficient retirement planning, insurance strategy, and business growth systems for advisors and entrepreneurs.
