Steve Romano, CEP®, AIF®
Steve’s career in the financial services industry spans more than two decades, beginning with a Citigroup affiliate in Oklahoma City in 1988. In 1989, in addition to becoming an LPL Registered Representative, Steve earned both his FINRA Series 6 and Series 63 Investment Representative securities registrations, held with LPL. In 1995, Steve added the distinction of Series 26 Limited Registered Principal securities registration, held with LPL. In the years that followed, Steve earned his Series 65 Uniform Investment Adviser Law registration (held with Strategic Financial Concepts) and his Series 7 General Securities Representative registration (held with LPL), as well as receiving the designation of Certified Estate Planner from the National Institute of Certified Estate Planners.
As a member of the prestigious LPL Financial Freedom Club, a club based on production, Steve has repeatedly 2008, 2010, 2011, and again in 2012.
Today, Steve specializes in financial planning, estate planning, income planning, and investment advisement. Steve brings a personalized holistic approach to his financial and estate planning investment advice, taking into account not only each client’s present position and mid- and long-range financial goals, but also their life goals. Once Steve is confident he fully understands a client’s worldview, he presents them with practical, specific strategies in easy-to-understand action steps.
Since 1994, Steve and his wife have resided in Edmond with their four children, where they enjoy being actively involved in their church and community.