Phil Romano, CFP®, AIF®

Phil Romano, CFP®, AIF®

Financial Advisor

Visit my web site!

Phone: (919) 719-3848
E-mail:
 

Phil works closely with individuals, families and small businesses to understand their current financial situation, identify priorities, then carefully construct personalized financial plans to help achieve their goals. As life happens, it is important to have a plan. Phil takes great pride in working with clients to develop a strategy for success, then implementing, monitoring, and adapting the plan over time which will ultimately provide greater peace of mind.

 

Professional Services

· Financial Needs Analysis

· Cash Flow Management

· Life Insurance Planning

· Personal and Business Insurance

· Wealth and Asset Protection Strategies

· Income Tax Strategies

· College Savings Plans

· Retirement Income Planning

· Social Security Analysis

· Long Term Care Insurance

· Estate Conservation Strategies

· Wealth Transfer Strategies

 

Professional Qualifications

· CERTIFIED FINANCIAL PLANNER™ (CFP®)

· Accredited Investment Fiduciary® (AIF®)

· FINRA Series 7 Securities License

· FINRA Series 66 Securities License

· Life Insurance License

· Accident and Health Insurance License

· Fixed and Variable Annuity License

· Long Term Care Insurance License

· Certified Financial Planning Certificate from the University of Virginia

 

Personal

· Virginia Tech Graduate with a B.S. in Business Information Technology, Minor in Global Business

· Raleigh Chamber of Commerce, Member

· Big Brother/Big Sister Program, Mentor

· Professional Business Fraternity of Delta Sigma Pi, Brother

· Grew up in Northern Virginia

· Recently relocated to Raleigh from Pittsburgh, PA