Steve Romano, CEP®, AIF®, CKA®

Steve Romano, CEP®, AIF®, CKA®

Strategic Consultant

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 to

becoming an LPL Registered Representative, Steve earned both his FINRA Series 6 and

Series 63 Investment Representative securities registrations, held with LPL. In 1995, 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® (CEP®) 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. In March of 2021, Steve earned his Certified Kingdom

Advisor® (CKA®) designation. Designees are trained in biblically wise financial advice for

clients who long for peace of mind and purpose in their financial dealings. Steve is also a

member of the National Association of Christian Financial Consultants, NACFC.

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