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Jennifer M. Romano, CLU

Jennifer M. Romano, CLU

Financial Advisor

Jennifer Romano is a Financial Advisor with Wealth Managing Partners who specializes in customized solutions for business owners to attain tax benefits and retain quality employees. Jennifer will guide clients through a range of financial issues to help families and businesses grow their assets and assess their insurance needs. She has experience in building and maintaining client relationships founded on trust, respect and integrity.

Jennifer began her career as a Financial Advisor over 20 years ago after graduating from the University of Arizona with a bachelor’s degree in Finance. She continued her financial education by obtaining the Chartered Life Underwriter designation in 2012 from The American College. Jennifer joined Wealth Managing Partners in 2018 to enhance her practice with a vast array of offerings in portfolio construction, retirement implementation and distribution strategies, as well as risk management solutions.

A native to Arizona, Jennifer enjoys outdoor activities such as hiking, rock climbing and golfing. She volunteers with animal rescue organizations and participates with other athletes in the Phoenix Valley to Compete for a Cause raising money for cancer and auto immune disease research.