For nearly 30 years, Richard Romano has served in the financial services industry with a genuine excitement for tracking the markets and a passion for assisting clients in achieving their objectives. Rich focuses on simplifying wealth management and helping clients pursue their legacy goals. He feels lucky to do his work surrounded by dedicated, fun, and engaged team members.
Committed to continuing to learn about his field, Rich earned the Chartered Retirement Plan Specialist℠ (CRPS®
) designation through the College for Financial Planning. He earned his bachelor’s degree from the University of Utah.
Rich is proud to have been named as one of Wells Fargo Advisors Financial Network’s Premier Advisors* for 6 years running (2017-2022). The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
One of Rich’s core values is giving back and being an active member in his community. He has served on the board of directors in various roles for the following non-profits and organizations:
- Repertory Dance Theatre
- Utah Coalition against Sexual Assault
- Utah Heritage Foundation
- St. Ambrose Catholic School
- Judge Memorial Catholic High School
- Bad Dog Rediscovers America
- Race Swami
- Ronald McDonald House Corporate Counsel
- Snowbird Sports and Education Foundation
- Community Resource Center of Teton Valley (current)
Rich is married to his amazing wife, Bridget, and they have two very cool adult children: Simon, who lives and plays in the Rocky Mountains, and Izzy, who currently lives in Seattle.