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E2E Financial, LLC
5555 Glenridge Connector, Suite 200
Atlanta, GA 30324

678-664-9745

Andres.Romero@e2efinancial.com
www.e2efinancial.com


Andrés M. Romero, ChFC, CFP®

Member since 2005


  • Member of The Academy of Dental Management Consultants (ADMC) since 2005
  • ADMC national meeting, presenter
  • Hinman Dental Meeting, Table Clinician
  • Speaker at various dental schools & dental study clubs
  • Atlanta Magazine’s 5 Star Wealth Manager*
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Financial Consultant designation
  • Graduate of Boston College, Bachelor of Science, Major-Finance
  • Member of the Financial Planning Association
  • Board of Directors Emeritus (Georgia Chapter)
  • Founded independent financial planning practice, E2E Financial, LLC, in 2015
  • Registered Representative of LPL Financial. Series 6, 7, & 63 held through LPL Financial; series 65 held through E2E Financial, LLC.

Andrés has been working closely with dental and medical professionals, women in life transition and their families since 1993. He specializes in coaching his clients on achieving their financial goals, while utilizing and maximizing the success of their dental practice. As a speaker, Andrés educates you on methods to save on taxes, maximize your net worth and fine-tune your practice, as he walks alongside you on your journey toward financial success. Throughout his career, Andrés has been interviewed on financial topics by The Atlanta Journal Constitution, Bloomberg Radio, and Channel 2 WSB-TV. Additionally, Andrés published financial planning articles in Dentist’s Money Digest. He has also been featured on A Step Above, the ADMC’s audio newsletter. Currently, Andrés lives in the great city of Atlanta; and is a proud Dad of three young adults. Andrés actively gives his time to a number of local organizations including: Georgia Jack Russell Rescue, Children’s Healthcare of Atlanta and Woodward Academy.

EXPERTISE

Business / Financial

Implementation

Leadership

Marketing

Practice Analysis

Practice Transitions

Retirement Planning

Risk Management

Speaking (Public)

Strategic Planning


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