Armando Roman Email & Phone Number
CEO and Founder @ AXIOM Founders Family Office, Inc.
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Armando Roman Location
- Scottsdale, AZ, US
Armando Roman Work
- CEO and Founder @ (January 2000 - Present)
- Founder @ Scottsdale Founders Forum (January 2022 - Present)
- Creator, Host @ Founder's Guide Post (January 2022 - Present)
- Chairman, Investment Management Committee @ (January 2014 - January 2024)
- Governing Council @ (January 2014 - January 2017)
- National CPA Financial Literacy Commission @ (January 2012 - January 2015)
- Chairman Of The Board Of Directors and Board Director @ (January 2006 - January 2016)
- Founder and CEO @ ROMAN & COMPANY CPA'S, P.C. (January 1994 - January 2007)
- Co-Author @ Make the Leap: Shift from Corporate Worker to Entrepreneur (January 2003 - December 2003)
Armando Roman Education
- NACD (National Association of Corporate Directors)
Certificate of Director Education (Corporate Governance)
2006 - Drexel University's LeBow College of Business
MBA (International Economics)
- University of Arizona
BSBA (Accounting and Finance)
Armando Roman Skills
- Personal Financial Planning
- Wealth Management
- Portfolio Management
- Small Business
- Wealth Accumulation
- Personal Finance
- Succession Planning
- Financial Planners
- Wealth Management Services
- Retirement Planning
- Asset Allocation
- Wealth
- Retirement
- Family Office
- High Net Worth Individuals
- Financial Analysis
- Retirement Plan Consulting
- Financial Planning
- CPA
- Investment Strategies
- Fixed Annuities
- Financial Advisory
- Securities
- Mutual Funds
- Alternative Investments
- Cash Flow
- Cash Management
- Trusts
- Tax
- Tax Accounting
- Finance
- Investment Management
- Strategic Planning
- Series 7
- Managerial Finance
- Variable Annuities
- Financial Statements
- IRAs
- LLC
- 401k
- Asset Management
- Executive Management
- Insurance
- Tax Research
- Qualified Retirement Plans
- Project Planning
- Microsoft Office
- Strategy
- Customer Service
- Integration
Armando Roman Summary
- Armando Roman, based in Scottsdale, AZ, US, is currently a CEO and Founder at AXIOM Founders Family Office, Inc.. Armando Roman brings experience from previous roles at Scottsdale Founders Forum, Founder's Guide Post, Roman Catholic Diocese of Phoenix and AICPA. Armando Roman holds a Certificate of Director Education in Corporate Governance @ NACD (National Association of Corporate Directors). With a robust skill set that includes Personal Financial Planning, Wealth Management, Portfolio Management, Small Business, Wealth Accumulation and more. Armando Roman has 2 emails and 2 mobile phone numbers on RocketReach.
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