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Phil Romano, CFP®, AIF®

Phil Romano, CFP®, AIF®

Financial Planner

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
Phone (919) 719-3848