Steve Romano Email & Phone Number
Strategic Consultant, CEP®, AIF®,CKA® at National Financial Alliance @ National Financial Alliance
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Steve Romano Location
- Edmond, OK, US
Steve Romano Work
- 2013 -now Strategic Consultant, CEP®, AIF®,CKA® at National Financial Alliance @
- 2019 -now Strategic Consultant, CEP®, AIF® @
- 2014 -now Wealth Advisor , Affilliate @
- 2006 -now Financial Advisor, Certified Estate Planner® @
- 2006 -now Financial Advisor and estate planner @
- 2006 -2007 Financial Advisor @ Redstone Investments
- 1987 -2006 Regional Vice President @ Primerica Financial Services
Steve Romano Education
- Wharton School of Business
Advanced Retirement Strategies (Advanced Retirement Strategies)
2008-2008 - Wharton School, University of Pennsylvania
Retirement Planning and Investment Management (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 in Advanced Retirement Strategies @ Wharton School of Business. 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.
Looking for a different Steve Romano?
Find contact details for 700 million professionals.
Others Named Steve Romano
Steve Romano
Non Executive Director
New York, NY, US
Steve Romano
Vice President
Philadelphia, PA, US
Steve Romano Jr
Sr. New Business Manager - International Health
Washington, DC, US
Steve Romano
VP - Central Region Operations
Houma, LA, US
Steve Romano
Chief Operating Officer
Lafayette, LA, US
Steve Romano
Sr. Database Administrator
Lansdale, PA, US
Steve Romano
Chief Executive Officer
Totowa, NJ, US
Steve Romano
Vice President
Bedford, NH, US
Steven Romano
Chief Member Experience Officer
Gainesville, VA, US
Top National Financial Alliance Employees
Robert Bruns
Wealth Advisor
Katy, TX, US
Kent Boatwright
Relationship Team Leader and Life, P and C, Surplus Lines Agent
San Antonio, TX, US
Reagan Wagner
CEO, President, and Managing Principal
San Antonio, TX, US
Lauren Ortega
Executive Manager
San Antonio, TX, US
Christopher Deschenes
Advisor Engagement Consultant
Austin, TX, US
Rick Tarbell
Financial Advisor
San Antonio, TX, US
Richard Schleicher
Registered Representative, LPL Financial
San Antonio, TX, US
Angela Rivera
Business Relationship Manager
San Antonio, TX, US
Jessica Llanas
Business Relationship Manager
San Antonio, TX, US
Kristen Wagner
COO
San Antonio, TX, US
Savannah Forster
Financial Advisor
San Antonio, TX, US
Madison Franklin
Director of Operations
San Antonio, TX, US
Coby Huerta
Financial Planning and Portfolio Strategist
San Antonio, TX, US
Garrett Ralph
Insurance Agent
San Antonio, TX, US
Richard Edgett
Client Services Manager
Boerne, TX, US
Marissa Vega
Marketing and Insurance Specialist
San Antonio, TX, US
Lauren Wheeler
Director of Administrative Services
San Antonio, TX, US
MacKenzie Mendoza
Administrative Assistant II
San Antonio, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co