Tulsa, Oklahoma Chapter: Coming Soon!
For questions, please contact the Tulsa Chapter Head, Rachael Romeo, below.
Rachael Romeo | Financial Advisor
northwestern mutual | WWW.rachaelromeo.nm.com
email@example.com | (918) 497-1194
About: Rachael is a Financial Advisor with Northwestern Mutual and has been representing the company since January 2012. When starting her career, she was immediately drawn to helping piece together strategies for each of her clients’ individual circumstances. No matter the situation, she knows her and her team can help provide the right solutions. Sometimes it is as simple as getting started with a basic budget and savings plan. Other scenarios involve a complicated business succession, estate planning, or wealth management strategy. No matter the life stage or complexity of the client, she loves meeting them right where they are.
Rachael is a graduate of Oklahoma State University where she earned her bachelor’s degrees in management and entrepreneurship. She is a Registered Representative and holds her FINRA series 6 and 63 securities licenses and well has her Oklahoma Life, Accident, & Health Insurance license along with numerous other states. Rachael is actively pursuing her Certified Financial Planner (CFP®) designation to continuously gain knowledge for her clients.
Specialties: Rachael focuses on helping her clients live for today and plan for tomorrow. She and Northwestern Mutual want you to Spend Your Life Living™ and help by guiding clients through holistic financial planning. Helping clients articulate their goals and objectives, Rachael helps identify ways to achieve their individualized financial needs by putting together a personalized planning analysis. She knows confidence in a financial plan is paramount to its success which is why she takes an educational approach. Having these guided conversations come through answering questions the clients have, as well as ones they never knew to ask.
Quote: “It’s not enough to have a financial advisor; clients need a financial partner. I don’t want people to be fearful of planning, I want them to be empowered by it.”