Maria Ursu Roman, CFP®

Maria Ursu Roman, CFP®

Financial Advisor

(847) 600-4316

maria@kmgwm.com


Maria brings nearly a decade of experience in the financial industry, beginning her career at Northwestern Mutual before joining KMG Wealth Management in 2018. Her work across marketing, client service, and financial planning gives her a comprehensive understanding of the business and allows her to bring meaningful value to both clients and the team.

Maria grew up in a small town in Moldova—where people didn’t talk about “financial planning,” but everyone understood money. She learned it the practical way: watching parents stretch a paycheck, save in small pieces, and make careful decisions because prices changed, jobs shifted, and tomorrow wasn’t guaranteed. Those experiences taught her that money isn’t just something to earn and spend—it’s a tool. And like any tool, it only builds something meaningful when it has a purpose.

In her career, she’s met many people doing “everything right”—earning well, saving, investing—yet still feeling unsettled. Not because they lacked discipline, but because their finances weren’t connected to what mattered most. Maria helps clients use their money not just to get by, but to build clear, practical plans that protect what they’ve built, create options, and align money with the life they want.

Maria lives in Chicago with her husband and their daughter and enjoys cooking, long walks through the city’s green parks, and getting lost in a good book—simple joys that reflect what planning is meant to create: calm, time, and choice.

 

Professional Certifications

  • Life & Health Insurance License
  • Series 7 (held through LPL Financial)
  • Series 66 (held through IHT Wealth Management)