Joan M. Kenney-Romano,  CFP<sup>&reg;</sup> - Financial Advisor

Joan M. Kenney-Romano, CFP®

Private Wealth Advisor

Ameriprise Financial Services, Inc.

2425 Post Road, Suite 302
Southport, CT 06890-1267
(203) 222-4994 x4

General

Joan Kenney-Romano is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Southport, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 22, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLTC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources