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Shavonn Roman

Chief Money Strategist and Founder of Heal. Plan. Invest., a financial education platform for women of color; former top-ranked financial advisor at The Piedmont Group in Atlanta.

Jul 16, 2026

2:48
if you could, Shavonn, just tell us a little bit about your background.
2:51
Oh, absolutely.
2:53
First, Darryl, I am so excited to be here.
2:56
To have a conversation with the attorney and the money person, it is something everyone should tune into and listen to, so I'm excited for today's conversation.
3:05
Well, my name is Shavonn Roman.
3:07
I am the chief financial strategist at HealPlanInvest.
3:11
I have been doing this business professionally for the past 14 years, but I have doing- been doing this work my entire life.

22 MINS LATER

25:33
Okay.

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