Focus
As a Financial Advisor with over 25 years of experience, Steven Romagna’s passion is employing a process that helps his clients clearly articulate their goals and then implement and review a customized plan to pursue them. Background and experience
After graduating from UW-Madison in 1996, Steve began his financial services career with Prudential Securities, a predecessor firm of Wells Fargo
Advisors. In 2012, Steve earned his CERTIFIED FINANCIAL PLANNER™ certification, which is awarded only to those individuals who complete a rigorous course of study and who dedicate themselves to maintain their technical competency and who agree to abide by a strict code of ethics.
• CERTIFIED FINANCIAL PLANNER™ professional
• Bachelor of Business Administration (Finance) – University of Wisconsin-Madison
• Joined Innovative Retirement Associates in 2021
Selected as one of Forbes Best in State Wealth Advisor for 2020 & 2021
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Please visit my website to see which states I am registered in.
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