Hi! I’m John Romano, CFP®. Thanks for stopping by.
I am a CERTIFIED FINANCIAL PLANNERTM and Registered Representative with Securities America, Inc. (member of the FINRA and SIPC).
I am also an Investment Advisor Representative with Securities America Advisors. I am an active member in good standing with the Financial Planning Association (FPA) and an advisor in good standing with the Certified Financial Planning Board.
I earned my Bachelor Degree at the University of Central Florida (UCF) and attended their Graduate School of Business.
Here is some further information and qualifications :
• CFP® Certified Financial Planner®
• Series 7 General Securities Representative*
• Series 63 Uniform Securities Agent State Law Examination-NASAA
• Series 65 Uniform Investment Advisor Law Examination-NASAA
• Series 26 Investment Company Products/Variable Contracts Principal Examination
• Life, Health, and Variable Annuity**
*Allows the agent to trade Stocks, Mutual Funds, Bonds, CD’s, REIT’s, etc…, **This license allows a representative to utilize Variable Annuities only if they have a series 6 or series7 license as well.
I speak to hundreds of seniors every year and have been featured on numerous radio talk shows.
I am a native Floridian; happily married to Judy and have two great children: Nick, graduated from the University of North Florida (UNF), and Madison, graduated from the University of Florida (UF).
I have over 30 years of experience in the financial field with the last 25 years devoted to providing retirement planning and investment management services to seniors in The Villages, Florida and surrounding areas.