Joe Romano
President of Romano & Romano Financial, LLC
- Role
- President at Romano & Romano Financial, Llc
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Joe Romano
Joseph A. Romano, CFP®, is the President and Founder of Romano & Romano Financial, LLC…
Experience
President
Romano & Romano Financial, Llc
Dec 2003 — Present · North Wales, PA, US
Romano & 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.
Education
Penn State University
Bachelor’s Degree
Skills
- Income Tax and Cash Flow Planning
- Management of Client Investment Portfolios
- Estate and Charitable Gift Planning
- Retirement and Educational Funding Projections
- Investment Research and Due Diligence
- Developing Personal Financial Plans
- Risk Management and Insurance Strategies
- Counseling Corporate Executives on Stock Options, Deferred Comp, Etc.
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