Rachel Romero, MS, CFP®

Financial Planner at The Financial Advisory Group
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Houston, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Apr 2021 - 2 years 9 months

      Houston, Texas, United States

    • Financial Planning Associate
      • Jun 2019 - Apr 2021

      Houston, Texas Area

    • Financial Planning Intern
      • Jun 2018 - May 2019

      Houston, Texas

    • United States
    • Financial Services
    • 700 & Above Employee
    • Real Estate Intern
      • May 2017 - Aug 2017

      Dallas/Fort Worth Area • Input data and leasing documents into software • Organized store files within the database

Education

  • Texas Tech University
    Master of Science - MS, Personal Financial Planning
    2017 - 2019
  • Texas Tech University
    Bachelor of Arts - BA, PSYCHOLOGY
    2014 - 2017

Community

You need to have a working account to view this content. Click here to join now