Jesse Romano, MBA is a dedicated financial professional and is driven by his genuine desire to make a positive impact on the financial well-being of his clients. He strives to exceed expectations by delivering exceptional service, integrity, and professionalism at every step of the financial planning process.
With experience in the areas of investments, retirement planning, and risk management, Jesse assists his clients in navigating the complex world of finance. He understands that everyone has unique financial goals and challenges, and thus, provides a tailored approach designed to meet their specific needs.
Jesse’s passion for continuous learning is evident in his commitment to staying up to date with the latest industry trends and regulations. He strives to expand his knowledge and capabilities to better serve his clients and provide them with the most relevant financial advice.
Jesse Romano, MBA is a highly knowledgeable Financial Advisor with a strong educational background. He is an MBA graduate from SUNY Oswego, specializing in Public Accounting with a Minor in Economics.
Jesse was born and raised on Long Island. Outside of his professional endeavors, Jesse finds joy in spending quality time with his family and friends at the beach. He believes in the importance of work-life balance and values the relationships he builds both in and out of the office.
Jesse holds his FINRA Series 7 and 66 registrations, as well his Life & Health Insurance, Accident and Variable License.
CA Insurance License #4372655