Roland R. Ghazal, CLU, ChFC, began his career in the financial services industry in 1984 and was the recipient of many national and industry awards over the years. He has been an accomplished financial professional and managing partner for a Fortune 100 company for several decades. Roland holds multiple financial, securities, and insurance licenses. He has been a major contributor to the success of many leaders and financial advisers in the financial services industry.
He’s a self-made man, father, grandfather, and a strong advocate of financial literacy and education. Roland is multicultural and multilingual with extensive international travel experiences in many countries. He’s a philanthropist on multiple fronts and a member of several professional and civic organizations.
Roland’s many years of successful management experience are enhanced by his leadership in both community and professional organizations. He has a strong belief in both personal and professional development. He has earned his CLU (Chartered Life Underwriter) and his ChFC (Chartered Financial Consultant) designation from the American College; specializing in retirement and complex estate planning.
His key skill sets are strategic planning, recruiting, and both building and growing business structures. As he emphasizes in Take The Helm, Roland truly believes that you, too, can design your life!
Join Roland on This Journey
The Roland Ghazal Difference
The Roland Ghazal Difference
The Roland Ghazal Difference
With over 40 years of experience in the financial industry, Roland has garnered a reputation for his innovative thinking, unwavering commitment to client success, and a deep understanding of the ever-evolving financial landscape.
But what truly sets Roland apart is his genuine desire to make a positive impact in people's lives. He firmly believes that financial security is a cornerstone of a fulfilling life, especially in retirement, and he's on a mission to empower individuals to take control of their financial destinies.
A Mentor And Guide
The Roland Ghazal Difference
The Roland Ghazal Difference
Beyond being a seasoned author, Roland Ghazal is a trusted mentor and guide to countless individuals who have sought his counsel over the years. His ability to break down complex financial concepts into manageable, actionable steps has made him a sought-after speaker, educator, and advisor in the realm of financial planning.
When he's not immersed in the world of finance and helping others secure their financial futures, Roland Ghazal is an avid traveling enthusiast and family man. His commitment to a well-rounded life mirrors his philosophy on financial planning—balance and careful consideration lead to success and fulfillment.
About Take The Helm
Have you ever wondered why some people seem to get rich quick, while others are destined for a life of financial struggle? The world has led you to believe that financial freedom only happens to the lucky few who have some uncommon talent. The truth is just the opposite! As you journey through this book, you will discover that financial freedom is within your reach, uncovering exactly why so many people struggle with money.
Take the Helm is the definitive guide to getting past deep-rooted limitations and picking up powerful tools to help you make decisions, stay ahead of your financial life, and confidently navigate money management.
This book is designed to help you navigate the "Seven Seas of Life" from personal finances, career, and education to growing and protecting your wealth. We will help you make a crucial shift in your planning so you can chart the course to financial success, and Take the Helm will be your guide as you explore the magic of creating the financial power to pursue your dreams.