Russ Romano
Financial Advisor NMWC | Empowering Clients + Achieving Financial Freedom | Positively Impacting Communities
- Role
- Financial Advisor & College Unit Director at Northwestern Mutual
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Russ Romano
Russ’s beliefs, resolve, and planning philosophies are shaped by the personal experiences he’s endured surviving the loss of both his parents nine months apart at a young age. His motivation stems from the negative financial outcomes families and businesses face without a comprehensive financial plan.Russ and his team’s planning process is summed up best by Stephen Covey’s saying, “Seek first to understand, then to be understood.” Russ establishes close client relationships which enhances his ability to deliver a custom experience. His clients span throughout industries and across generations, from young affluent professionals beginning their successful careers to retirees concerned with turning their assets into tax efficient income that last throughout their lifetime. Russ made a clear choice to reinvest in his team which ultimately allows them to deliver on their promises and provide the attention his client\'s deserve. His group’s resources attract corporate executives, business owners and families next door. Mark Twain once said, “The secret to getting ahead is getting started.” These words mirror Russ’s passion to motivate and guide his clients to take positive action today. To learn more about Russ\'s areas of expertise, visit his website at http://russellromano.nm.comThe following link provides Northwestern Mutual\'s social medial disclosure:
Experience
Financial Advisor & College Unit Director
Feb 2015 — Present
OUR WHY -\"To ignite action and inspired change so that those he serves can make really smart decisions with their money living life with confidence, fulfillment and financial security.\"Russ and his team help individuals and businesses in many areas of financial planning with a core focus is savings/wealth management, risk management (Life, Disability and Long Term Care), college education and other goal oriented planning, income distribution planning, executive bonus and group insurance planning for small to mid-sized businesses.
Education
University of Vermont
BA, English
1998 — 2001
The American College of Financial Services
Financial Planning and Services
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