Steven Romano, CKA®

Financial Advisor

National Financial Alliance

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Steven works as a financial professional in the following areas

Biblical Responsible Investing (BRI),Employer Benefit Plans,Financial Planning,Insurance Planning,Investment Management,Legacy Planning,Long-Term Care,Retirement Planning,Social Security Planning

Clients rely on Steven for expertise in

Financial Planner,Registered Investment Advisor

For I know the plans I have for you, – Jerimiah 29:11-12

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Meet Steven Romano

Helping clients since 1987

About National Financial Alliance

In business since 1980

Steve’s career in the financial services industry spans more than two decades, beginning with a Citigroup affiliate in Oklahoma City in 1988. In 1989, in addition tobecoming an LPL Registered Representative, Steve earned both his FINRA Series 6and Series 63 Investment Representative securities registrations, held with LPL. In1995, Steve added the distinction of Series 26 Limited Registered Principal securities registration, held with LPL. In the years that followed, Steve earned his Series 65 Uniform Investment Adviser Law registration (held with Strategic Financial Concepts) and his Series 7 General Securities Representative registration (held with LPL), as well as receiving the designation of Certified Estate Planner from the National Institute of Certified Estate Planners.

Steve has also earned the Accredited Investment Fiduciary® (AIF®) designation. Designees learn the Practices and the legal and best practice framework they are built upon. AIF designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.

Today, Steve specializes in financial planning, estate planning, income planning, and investment advisement. Steve brings a personalized holistic approach to his financial and estate planning investment advice, taking into account not only each client’s present position and mid- and long-range financial goals, but also their life goals. Once Steve is confident he fully understands a client’s worldview, he presents them with practical, specific strategies in easy to understand action steps.

Mr. Romano and his wife reside in Edmond, where they are actively involved in their church and community. They have four children and five grandchildren. Mr. Romano enjoys travel, kayaking, fitness, cross-country motorcycle riding, reading, ministry, and donating time to nonprofits. His volunteer ministry has included working with programs for prisons.

Steven is Licensed in Colorado,Georgia,Nevada,Oklahoma,Texas Steven has been an NACFC Member since 2021

We are driven to help each client work toward their unique definition of financial success and to live life with purpose on purpose.

Securities offered through LPL Financial, Member FINRA/ SIPC. Advisor services offered through Strategic Financial Concepts, LLC, a registered investment advisor. National Financial Alliance and Strategic Financial Concepts, LLC are separate entities from LPL Financial.

National Financial Alliance 2524 N Broadway Edmond, OK 73034

Office Phone: 2107377800 Direct: 2107377800

Number of Employees: 1-10 Financial Professionals: 1-10 Assets Managed: 1-100m

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