Professional Biography

Andrés M. Romero, ChFC, CFP®
Senior Financial Planner
Financial Services Representative 
 

  • Certified Financial PlannerTM, professional
  • Chartered Financial Consultant designation
  • Selected to Atlanta Magazine 5 Star Wealth Manager*
  • Member, The Academy of Dental Management Consultants (ADMC)
  • 2007 Presenter, ADMC national meeting
  • Table Clinician, Hinman Dental Meeting, 2005 to 2007
  • Dental school & dental study club speaker
  • Graduate of Boston College, Bachelor of Science, Major-Finance
  • Board of Directors Emeritus(Georgia Chapter) & Member of the Financial Planning Association
  • Registered Representative of MetLife Securities, Inc. (Series 6, 7, 63, 65)

 

Andrés has been in the financial services industry since 1993.  He focuses on working with executives, business owners and their advisors on their financial planning, estate planning, benefits planning and succession planning needs. 

 

 Andrés has been interviewed on financial topics by The Atlanta Journal Constitution, Bloomberg Radio, and Channel 2 WSB-TV. Andrés has also published financial planning articles in Dentist’s Money Digest. Andrés has been featured on A Step Above, the audio newsletter of the Academy of Dental Management Consultants. (ADMC)

 

Andrés and his three children currently live in Peachtree Corners. Andrés actively gives his time to a number of local organizations, such as the Executives for Children’s (Benefiting Children’s Healthcare of Atlanta), Woodward Academy and is a member of St. Martin’s in the Fields Church.

 

As a part of the Madison Financial Group (an office of MetLife) . Andrés is available to provide confidential and comprehensive advice to our clients on their individual and corporate financial goals. You can reach Andrés at 404-704-3174.

* The 5 Star award is granted by Five Star Professional, an independent 3rd party marketing firm.  This award may not represent the experience of all clients and is not indicative of future performance or success.  This award stems strictly from client experiences as an insurance or securities product customer.