Member profile
Andrés M. Romero
Madison Financial Group (A MetLife Office)
4151 Ashford Dunwoody Road, Suite 500
Atlanta, GA 30319
Phone: (404) 704-3174
Fax: (404) 255-8314
E-mail: aromero1@metlife.com
Website: http://www.andresromero.com
| Areas of Expertise: | Fee-Based Comprehensive Financial Planning, Business Planning, Tax Planning, Retirement & Retirement Income Distribution Planning, Investment Planning, Estate Planning, Personal Cash Flow Planning, Insurance Planning, Personal Finances, Financial and Tax Planning, Retirement and Estate Planning, Qualified Retirement Plans |
| Member Since: | 2005 |
| Areas Served: | US, Intl, Canada |
| About the Consultant: | Andrés has been in the financial services industry since 1993. Andrés' mission statement is "Building Financial Freedom for Dentists". Andrés is passionate about helping doctors and their families reach their financial goals. On a fee-basis, Andrés specializes in working with dentists and their advisors on their financial, investment, retirement, estate, benefits and succession planning needs. Andrés has been quoted on financial topics by The Atlanta Journal Constitution and Bloomberg Radio. Andrés has been published in Dentist's Money Digest and Atlanta Business Bank's The Dentition newsletter. Andrés is one of only three CFPs in the United States to be accepted as a member of the Academy of Dental Management Consultants (ADMC). Andrés graduated from Boston College majoring in Finance. Andrés has been a speaker at the Hinman Dental Meeting, Medical College of Georgia School of Dentistry, Meharry Medical College School of Dentistry and numerous dental study clubs. Topics have included: "Retirement Plans:Many available…what's best for me?" and "Free Financial Advice, Smart Steps for Dentists to Build Wealth". |
| Consulting Specialties: | Transition, Start-up, Sales, Purchase, Associates, Finance, Practice Analysis, Collections, AR, Overhead, Practice Building, Strategic Planning |
