Roman Romero
Financial Professional
- Role
- Retirement Specialist at Platinum Financial Group
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Roman Romero
Having worked in Financial Services for 18 years with a help first approach is the reason…
Experience
Retirement Specialist
Jan 2005 — Present · Arvada, CO, US
Platinum Financial Group believes that financial planning is the foundation for providing independent and objective advice.At Platinum Financial Group, we believe in doing what is in the best interest of our clients by holding our firm to a fiduciary standard. We have partnered with Impact Partnership Wealth, a registered investment advisor firm. Platinum Financial Group and Impact Partnership Wealth are not affiliated firms. Platinum Financial Group is focused on bringing our business and individual clients, tax, and investment strategies that have notable impacts. We are a boutique financial firm that has no ties to any proprietary life insurance or annuity company product offerings. Being independent allows us to provide complete objectivity and transparency for our individual and business clients. We pride ourselves on making real and meaningful changes in people’s lives and we look forward to making a difference in your life
Skills
- Small Business
- Disability Insurance
- Financial Services
- Fixed Annuities
- Sales
- Financial Planners
- Retirement
- Strategic Financial Planning
- Wealth
- Life Insurance
- Finance
- Marketing
- Banking
- Long-Term Care
- Wealth Accumulation
- Iras
- Investments
- Term Life Insurance
- Insurance
- Long Term Care Insurance
- Retirement Planning
- Securities
- Estate Planning
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