Armando Roman Email & Phone Number
CEO and Founder @ AXIOM Founders Family Office, Inc.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Armando Roman Location
- Scottsdale, AZ, US
Armando Roman Work
- 2000 -now CEO and Founder @
- 2022 -now Founder @ Scottsdale Founders Forum
- 2022 -now Creator, Host @ Founder's Guide Post
- 2014 -2024 Chairman, Investment Management Committee @
- 2014 -2017 Governing Council @
- 2006 -2016 Chairman Of The Board Of Directors and Board Director @
- 2012 -2015 National CPA Financial Literacy Commission @
- 1994 -2007 Founder and CEO @ ROMAN & COMPANY CPA'S, P.C.
- 2003 -2003 Co-Author @ Make the Leap: Shift from Corporate Worker to Entrepreneur
Armando Roman Education
- NACD (National Association of Corporate Directors) 2006
- Drexel University's LeBow College of Business
- University of Arizona
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 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.
Looking for a different Armando Roman?
Find contact details for 700 million professionals.
Others Named Armando Roman
Armando Roman
Chief Business Officer
New York, NY, US
Armando Roman
CEO and Founder
Scottsdale, AZ, US
Armando Román
Digital Production Coordinator
Chicago, IL, US
Armando Roman
Cloud Engineer Sr 2
Antioquia, Colombia
Armando Roman
Senior Manager, Civil Rights Programs
Los Angeles, CA, US
Armando Roman
Owner and Broker
Springfield, MA, US
Armando J. Román
MANAGING ATTORNEY
San Antonio, TX, US
Top AXIOM Founders Family Office, Inc. Employees
Armando Roman
CEO and Founder
Scottsdale, AZ, US
Thomas Marki
Wealth Manager
Scottsdale, AZ, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co