Joseph A. Romano
President and Founder
Joseph A. Romano, CFP®, is the President and Founder of Romano & Romano Financial, LLC. He has offered investment and financial services to clients since 1996. Prior to his experience in this industry, he was a financial analyst with the McNeil Consumer Products division of Johnson & Johnson. Mr. Romano graduated from The Pennsylvania State University with a BS in Finance and a Minor in Business Law. He holds the FINRA Series 7, 63, and 65 securities registrations and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1999. Mr. Romano is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®.
Mr. Romano served as the Vice President of Development on the Board of Directors for the Financial Planning Association Philadelphia Tri-State Area from 2000 to 2010. He currently serves on the Board of Directors for the Health Promotion Council, which is a nonprofit corporation that promotes health management and disease prevention to underserved populations. Mr. Romano also served on of the Finance Committee for St. Rose of Lima Church in North Wales, PA, from 2003 to 2014. He is also a member of the Financial Services Institute. Mr. Romano has been featured on television, radio, and print in the following media outlets: The Wall Street Journal, Comcast CN8 Money Matters Today, WHYY TV 12, WNPV 1440 AM, MarketWatch.com, Philadelphia Inquirer, Philadelphia Daily News, The Morning Call, Bucks County Courier Times, Commonwealth Business Review, USA Today Personal Finance Investment Guide, and Bank Investment Consultant Magazine.
Carol E. Romano
Director of Operations
Carol E. Romano, CFP®, is the Director of Operations for Romano & Romano Financial, LLC. She has been employed in the financial services industry since 1995. Ms. Romano holds a BS in Accounting and an MBA from Villanova University. She has also completed doctoral work at The Pennsylvania State University. Ms. Romano was previously employed by Radnor Financial Advisors in Wayne, Pennsylvania. She has also held adjunct faculty positions at Villanova University, The Pennsylvania State University, Cabrini College, and Montgomery County Community College.
Nick Romano
Financial Analyst
Nick Romano is a Financial Analyst with Romano & Romano Financial, LLC. Starting with the firm in April 2024, he joins us after nearly three years of experience with JPMorgan Chase & Co. where he was a part of their leadership development program. This program afforded him the opportunity to rotate onto teams focused on credit card product strategy, competitor intelligence, and credit card pricing strategy. Nick graduated magna cum laude from The Pennsylvania State University with a BS in Finance and a Minor in Real Estate Analytics.