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NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.

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Carlos Romero, CF2

Carlos Romero

Carlos Romero

Certified Financial Fiduciary®

CF2 Since 2019
Boca Raton, FL
NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200238
Active Dates
Aug 21, 2019 – Aug 21, 2019

About Carlos Romero

My goal in starting my own firm has always been to help clients achieve their life goals.  I understand all too well that your precious capital is an important component to achieving your goals in life.  I started my firm because it allows me to focus solely on taking care of clients.  There are no other agenda items based on the firm I work for.  I work for my clients. You can learn more about me at www.romeroinvestment.com

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