Chartered Life Underwriter, CLU (Financial Planning and Services)
2015 - 2016
The American College of Financial Services
Chartered Financial Consultant (Business Administration and Management, General)
1996 - 2001
Pepperdine Graziadio Business School
Master of Arts - MA (Human Resource Management)
1980 - 1981
Pepperdine University, The George L. Graziadio School of Business and Management
MA (Human Resources Management and Services)
1980 - 1981
Minnesota State University, Mankato
Bachelor of Business Administration (BBA) (Business Administration and Management, General)
1964 - 1968
Gary Rome Skills
Financial Advisory
Retirement Planning
Wealth Management
Estate Planning
Financial Planning
Insurance Planning
Retirement Income Strategies
401k Rollovers
Fixed Income
Bonds
Gary Rome Summary
Gary Rome, based in Jacksonville, FL, US, is currently a President at Rome Financial LLC. Gary Rome brings experience from previous roles at Rome Financial LLC, LPL Financial and Independent Financial Partners, Edward Jones and Invest Financial. Gary Rome holds a 2015 - 2016 Chartered Life Underwriter, CLU in Financial Planning and Services @ The American College. With a robust skill set that includes Financial Advisory, Retirement Planning, Wealth Management, Estate Planning, Financial Planning and more. Gary Rome has 2 emails and 2 mobile phone numbers on RocketReach.
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