Broker Check
Nori Roman, CFP®, CEPA™

Nori Roman, CFP®, CEPA™

SVP, Senior Wealth Advisor

Nori blends her strong background in Retail and Commercial Banking with dedicated customer service to deliver innovative solutions aimed at achieving and preserving her clients’ wealth. She takes the time to know her customers and to understand their values and goals. Nori takes a holistic approach by collaborating with partners across all areas of the bank to provide customized financial solutions focused on her clients’ financial goals. With more than 20 years’ experience, Nori worked in a variety of positions before becoming a Senior Wealth Advisor. 

She received her Bachelor of Arts Degree in Business from St. Martin’s University in Lacey, WA, and is a graduate of Pacific Coast Banking School. Nori is a CERTIFIED FINANCIAL PLANNER™ professional. She is a University of Washington at Tacoma Dressel Scholar Mentor and a leader in the American Heart Association Heart Walk.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Check the background of this investment professional on FINRA’s BrokerCheck at