Our Mission and Qualifications
OUR MISSION AND QUALIFICATIONS:
Our Mission is to bring our clients:
- The highest quality retirement investment and financial planning advice
- Investment structures to help lower risk and retirement goal setting
- Investment strategies designed to provide opportunities for growth
- Service that exceeds expectations
- Solutions to inspire you to make the right decision for your future
WHO WE ARE
We are a financial planning firm, and we develop, and implement customized solutions for retirees (and those preparing to retire), with the objective of protecting and growing wealth over multiple generations. We simplify your wealth management so that you can devote your time to your family, and other pursuits.
QUALIFICATIONS
John is a Certified Financial PlannerTM and his specialties include comprehensive financial planning, custom portfolio management, and capabilities for high net worth families and individuals. [1] John Romano, CFP® has over 30 years experience in the financial field and is a Registered Representative with Securities America, Inc. (member of the FINRA and SIPC), and an Investment Advisor Representative with Securities America Advisors. He has reviewed thousands of portfolios over the years and prepared innumerable reports for retirees to assist in their retirement income planning needs. He is always willing to evaluate and provide portfolio counseling when requested.
He is dedicated to providing portfolio analysis, dividend and income information, and investment management services to retirees (and those preparing to retire) in The Villages, Florida and surrounding areas. John is a graduate of University of Central Florida and attended their school of business. He is an advisor in good standing with the Certified Financial Planning Board.
John’s further 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.
John speaks to hundreds of seniors every year and has been featured on numerous radio talk shows.
John is a native Floridian; he is happily married to Judy, and has two children: Nick, a graduate from the University of North Florida (UNF), and Madison, who is attending the University of Florida (UF).
John has 30 + years of experience in the financial field with the last 25 years devoted to providing retirement planning and investment management services to seniors not only in The Villages, Florida, but also throughout the United States.
Securities offered through Securities America, Inc. Member FINRA/SIPC, John Romano CFP® Registered Representative. Advisory Services offered through Securities America Advisors, Inc. John Romano Investment Advisor Representative. Romano Income Strategies and Securities America are not affiliated.
305 Skyline Drive, Suite 3, Lady Lake, FL 32159
Phone: 352-753-8590
Email: John@RomanoJohn.com
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