OUR TEAM

PLEASANTON, CA

Michael Rom

Managing Director
(925) 984-2416
Pleasanton, CA

Michael Rom is a Managing Director at Pensionmark and brings over 30 years of experience in ERISA qualified retirement plans and an advocate for small/mid-sized companies.

Prior to joining Pensionmark, he founded PENSION INSIGHT to provide companies with a strategic framework and resources to more effectively address their 401k responsibilities and help alleviate many of the traditional administrative burdens with plan oversight.

Michael has served in senior management roles at Franklin Templeton, Equitable Distributors and SunAmerica and started his career with PNC in Pittsburgh, PA.   Michael earned a Bachelor of Science degree in Finance from Miami University and completed coursework in the MBA program at the University of Pittsburgh. He is an Accredited Investment Fiduciary®