Brett Larson, CFP®
Portfolio Manager at Romano Wealth Management- Claim this Profile
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Bio
Experience
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Romano Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Portfolio Manager
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May 2012 - 11 years 8 months
CERTIFIED FINANCIAL PLANNER™ Provides comprehensive investment management and financial planning. Creates customized portfolios for clients using individual stocks and bonds. Uses fundamental, bottom-up research approach to individual security selection. Develops plans for clients to reach long-term financial goals, most commonly retirement, paying for college, and legacy planning. Holds FINRA Series 6, 7, 63 and 65 Licenses, and the CERTIFIED FINANCIAL PLANNER™… Show more CERTIFIED FINANCIAL PLANNER™ Provides comprehensive investment management and financial planning. Creates customized portfolios for clients using individual stocks and bonds. Uses fundamental, bottom-up research approach to individual security selection. Develops plans for clients to reach long-term financial goals, most commonly retirement, paying for college, and legacy planning. Holds FINRA Series 6, 7, 63 and 65 Licenses, and the CERTIFIED FINANCIAL PLANNER™ certification. See more about our firm at http://romanowealth.com
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Associate Portfolio Manager
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Jan 2009 - May 2012
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Operations
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Nov 2006 - Jan 2009
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Education
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1999 - 2003
University of Iowa - Henry B. Tippie College of Business
Bachelor’s Degree, Finance, General
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