Chad Romero
Wealth Management Advisor|CFP®, AEP®, ChSNC®, RICP®
Retirement Transition Planning - Designing Strategies that Outline a Clear and Efficient Path Into and Through Retirement
Community
We believe in making a positive difference not only in the financial lives of our clients but also in the community we serve. Our commitment to community involvement is at the heart of who we are. We're dedicated to creating a lasting impact through various initiatives and partnerships.
