Andrés M. Romero
Financial Coach to Dentists
- Role
- Chief Executive Officer & Financial Coach at E2e Financial, Llc
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Andrés M. Romero
In real estate, it may be location, location, location, but for Andrés, it’s…
Experience
Chief Executive Officer & Financial Coach
Sep 2015 — Present · Atlanta, GA, US
E2E Financial, LLC is here to help you master your finances and to pursue your goals. We specialize in working with:1. closely held business owners in medicine and dentistry2. women executives, business owners and women in life transitions.E2E is your Personal CFO. Here to help you simplify your life, create a strategy, help you implement it and stay on course.E2E means Ever to Excel.Ever to Excel is the English translation of the Ancient Greek phrase \'αἰὲν ἀριστεύειν\'.The phrase is derived from the sixth book of Homer\'s Iliad and also happens to be the motto of my alma mater: Boston College.E2E signifies strength, commitment and loyalty.
Education
The American College of Financial Services
ChFC, Chartered Financial Consultant
Boston College
BS, Finance
1985 — 1989
Boston College Carroll School of Management
B.S., Finance
1985 — 1989
Oglethorpe University
CFP®, Certified Financial Planner®
The Hill School
High School
1980 — 1985
Skills
- Retirement Plan Consulting
- Retirement Income Strategies
- Life Insurance
- Investments
- Financial Advisory
- 401k Rollovers
- 401k
- Securities
- Estate Planning
- Fixed Annuities
- Strategic Financial Planning
- Social Security Planning
- Retirement Savings
- Alternative Investments
- Insurance
- Financial Planning
- Retirement Planning
- Comprehensive Wealth Management
- Wealth Management Services
- Financial Services
- Comprehensive Planning
- Retirement Plans
- Business Planning
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