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 among LPL Advisors only, Steve has repeatedly been recognized as a distinguished member: in 2008, 2010, 2011, and 2012.
Today, Steve specializes in financial planning, estate planning strategies, 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.
Mr. Romano and his wife reside in Edmond, where they are actively involved in their church and community. They have four children and five grandchildren. Mr. Romano enjoys travel, kayaking, fitness, cross-country motorcycle riding, reading, ministry, and donating time to nonprofits. His volunteer ministry has included working with programs for prisons.