Joe Romano Email and Phone Number
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Joseph A. Romano, CFP®, is the President and Founder of Romano & Romano Financial, LLC. He has offered investment and financial services to clients since 1996. Prior to his experience in this industry, he was a financial analyst with the McNeil Consumer Products division of Johnson & Johnson. Mr. Romano holds the Series 7, 63, and 65 securities registrations and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1999. Mr. Romano is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®.Mr. Romano is a member of the Financial Services Institute. He has been featured on television, radio, and print in the following media outlets: Comcast CN8 Money Matters Today, WHYY TV 12, WNPV 1440 AM, MarketWatch.com, The Wall Street Journal, The Philadelphia Inquirer, Philadelphia Daily News, The Morning Call, Bucks County Courier Times, Commonwealth Business Review, USA Today Personal Finance Investment Guide, and Bank Investment Consultant magazine. More info at romanoromano.com
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PresidentRomano & Romano Financial, Llc Dec 2003 - PresentNorth Wales, PaRomano & Romano Financial, LLC is a privately owned firm that offers access to investment management and comprehensive financial planning for high net worth individuals. We offer objective advice and guidance that is free of bias or conflicts of interest because we do not produce any proprietary investment products. Our services are tailored to each individual client's needs and objectives. We offer many custom services including portfolio evaluation and asset allocation, income and estate tax planning, risk management and insurance, retirement planning, educational funding, employee stock option management, and charitable gift planning. Our mission is to provide legendary client service.
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Financial AdvisorWm. L. Marshall & Associates, Inc. Aug 1996 - Dec 2003Doylestown, Pa -
Financial AnalystJohnson & Johnson (Mcneil Consumer Products Company) Jun 1994 - Aug 1996Fort Washington, Pa
Joe Romano Skills
Joe Romano Education Details
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Finance
Frequently Asked Questions about Joe Romano
What company does Joe Romano work for?
Joe Romano works for Romano & Romano Financial, Llc
What is Joe Romano's role at the current company?
Joe Romano's current role is President of Romano & Romano Financial, LLC.
What is Joe Romano's email address?
Joe Romano's email address is jo****@****ano.com
What is Joe Romano's direct phone number?
Joe Romano's direct phone number is +150439*****
What schools did Joe Romano attend?
Joe Romano attended Penn State University.
What are some of Joe Romano's interests?
Joe Romano has interest in Health, Skiing, Baseball, Golfing.
What skills is Joe Romano known for?
Joe Romano has skills like Management Of Client Investment Portfolios, Investment Research And Due Diligence, Developing Personal Financial Plans, Income Tax And Cash Flow Planning, Retirement And Educational Funding Projections, Estate And Charitable Gift Planning, Risk Management And Insurance Strategies.
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Joe Romano
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