Andres M. Romero,  CFP<sup>&reg;</sup> - Financial Advisor

Andres M. Romero, CFP®

ChFC,

Financial Planner

E2E Financial, LLC

5555 Glenridge Connector, Suite 200
Atlanta, GA 30342
FINANCIAL ADVISOR'S WEBSITE
(678) 664-9745

General

Andres Romero is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at E2E Financial, LLC in Atlanta, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: GA & most others
  • Health/disability insurance: GA & most others
  • Fixed annuities: GA & most others
  • Variable annuities: GA & most others

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

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