Armando Roman Email and Phone Number
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Armando Roman personal email
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Licensed CPA 32 years, now fractional Family CFO and Wealth Manager for multiple Founder families.Career Highlights:Founded, operated and sold CPA firm focused on Arizona closely held businesses under $100M revenue.Founded and exited niche consulting focused on Native American tribes in Arizona.Founded Arizona's largest pre-exit event for founders considering exiting their business.Founded Arizona first podcast focused on business exit, succession, transition to new owner.Invited by FBI to create/present 2 hour CPE training course for 400 FBI Special Agents (all were CPAs) on Personal Financial Planning (FBI loved the course, invited Armando back two additional years).Appointed by two Bishops of the Roman Catholic Diocese of Phoenix to lead the Committee responsible for prudent investment management of the Institutional investment portfolio of the Diocese, 10 yrs.Member of committee responsible for overseeing prudent investment management of $1billion Institutional investment portfolio for one of Arizona's largest charities.Chosen by peers to lead the CPA profession in Arizona as Chairman of the Board (11,000 CPAs in AZ).Member of the governing body of the nation's largest professional association of CPAs (400,000 members).Member of the AICPA's national committee tasked with promoting Financial Literacy in the United States.
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Ceo / FounderAxiom Founders Family Office, Inc. 2000 - PresentFractional Family CFO and Wealth Manager for Founder's families.AXIOM Founders Family Office, Inc is a registered investment advisor licensed or exempt from state registration in all states in which it operates.
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FounderScottsdale Founders Forum 2022 - PresentFounded the Scottsdale Founders Forum, providing a live venue for Founders considering exiting their business in the next 36 months to meet and learn from professional experts who plan and negotiate successful business exits for a living. Specifically designed for the Founder who has not previously exited a business.
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Creator, HostFounder'S Guide Post 2022 - PresentCreated The Founder's Guide Post podcast to have conversations with professional business exit experts, enabling Founders to learn about successful exits prior to exiting their business.
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Chairman, Investment Management CommitteeRoman Catholic Diocese Of Phoenix 2014 - 2024Phoenix, Az, UsResponsible for overseeing prudent investment management, monitoring and reporting of the institutional investment portfolio of the Roman Catholic Diocese of Phoenix. Appointed by The Most Reverend Bishop Thomas J. Olmsted and re-appointed by The Most Reverend Bishop John P. Dolan to this position, served 10 years in this position. -
Governing CouncilAicpa 2014 - 2017Durham, Nc, UsMember of Governing Council, the governing body of the American Institute of Certified Public Accountants, the national professional organization of CPAs in the United States with more than 400,000 members. -
National Cpa Financial Literacy CommissionAicpa 2012 - 2015Durham, Nc, UsAs Commissioner, lead the CPA profession in a national effort to advance the financial literacy of Americans, providing financial literacy tools and resources to the nation's 400,000 CPAs.
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Chairman Of The Board Of Directors / Board DirectorArizona Society Of Cpas 2006 - 2016Phoenix, Arizona, UsAs Chairman of the Board and Board Director, represent the CPA profession across all industries and all Arizona regions, advocating for the profession. ASCPA is the largest professional organization operating specifically for CPAs in Arizona, having more than 6,000 members. -
Founder/ CeoRoman & Company Cpa'S, P.C. 1994 - 2007Founder/ CEO of Certified Public Accounting firm, sold the firm in 2007.
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Co-AuthorMake The Leap: Shift From Corporate Worker To Entrepreneur Jan 2003 - Dec 2003"Make the Leap: Shift from Corporate Worker to Entrepreneur provides practical how-to advice in a step-by-step, plain language format designed to walk you through the entrepreneurial process", Les Brown, best-selling author, internationally recognized motivational speaker.
Armando Roman Skills
Armando Roman Education Details
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Nacd (National Association Of Corporate Directors)Corporate Governance -
Drexel University'S Lebow College Of BusinessInternational Economics
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University Of ArizonaFinance And Accounting
Frequently Asked Questions about Armando Roman
What company does Armando Roman work for?
Armando Roman works for Axiom Founders Family Office, Inc.
What is Armando Roman's role at the current company?
Armando Roman's current role is Helping Founders Preserve Their American Success Story.
What is Armando Roman's email address?
Armando Roman's email address is a.****@****cpa.com
What is Armando Roman's direct phone number?
Armando Roman's direct phone number is +148048*****
What schools did Armando Roman attend?
Armando Roman attended Nacd (National Association Of Corporate Directors), Drexel University's Lebow College Of Business, University Of Arizona.
What are some of Armando Roman's interests?
Armando Roman has interest in Financial Advisory, Investment Management.
What skills is Armando Roman known for?
Armando Roman has skills like 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.
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