Broker Check
Phil Romano, CFP®, AIF®

Phil Romano, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Practitioner

Click Here To Book Your Appointment

Phil works closely with individuals, families and small businesses to understand their current financial position, then identifies priorities and goals, which are used to construct personalized comprehensive financial plans. 

Professional Qualifications

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Accredited Investment Fiduciary 
  • FINRA Series 66 Securities License
  • FINRA Series 7 Securities License
  • Life/Health/ Long-Term Care Insurance Licensed