Steve Romano Email & Phone Number
Strategic Consultant, CEP®, AIF®,CKA® at National Financial Alliance @ National Financial Alliance
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Steve Romano Location
- Edmond, OK, US
Steve Romano Work
- Strategic Consultant, CEP®, AIF®,CKA® at National Financial Alliance @ (March 2013 - Present)
- Strategic Consultant, CEP®, AIF® @ (January 2019 - Present)
- Wealth Advisor , Affilliate @ (January 2014 - Present)
- Financial Advisor, Certified Estate Planner® @ (June 2006 - Present)
- Financial Advisor and estate planner @ (February 2006 - Present)
- Financial Advisor @ Redstone Investments (March 2006 - June 2007)
- Regional Vice President @ Primerica Financial Services (October 1987 - February 2006)
Steve Romano Education
- The Wharton School
Advanced Retirement Strategies
2008-2008 - The Wharton School
Retirement Planning and Investment Management
2008-2008
Steve Romano Skills
- Retirement
- 401k
- Wealth Management
- Life Insurance
- Long-term Care
- Financial Advisory
- 401(k) Retirement Savings Plans
- Mutual Funds
- Financial Planners
- Strategic Planning
- Insurance
- Estate Planning
- Small Business
- Strategy
- Investment Management
- Portfolio Management
- Investment Advisory
- Asset Allocation
- Wealth
- Pensions
- Series 63
- Series 7
- Investment Strategies
- Team Building
- Customer Service
- Leadership
- Management
- Leadership Development
- Variable Annuities
- RESP
- Roth IRA
- 529 Plans
- Retirement Savings
- Securities License
Steve Romano Summary
- Steve Romano, based in Edmond, OK, US, is currently a Strategic Consultant, CEP®, AIF®,CKA® at National Financial Alliance at National Financial Alliance. Steve Romano brings experience from previous roles at National Financial Alliance and Romano Wealth Management. Steve Romano holds a 2008 - 2008 Advanced Retirement Strategies @ The Wharton School. With a robust skill set that includes Retirement, 401k, Wealth Management, Life Insurance, Long-term Care and more. Steve Romano has 3 emails and 2 mobile phone numbers on RocketReach.
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