Andrés M. Romero, ChFC, CFP®Financial Coach
In real estate, it may be location, location, location, but for Andrés M. Romero, ChFC, CFP®, it’s relationship, relationship, relationship. A financial and dental practice coach with more than two decades of experience focused on helping dentists, Andrés has developed strategies, time-saving programs and cultivated a network of professionals in every area of owning and managing a dental practice, which he leverages for his clients. It’s the combination of financial planning and business coaching that sets Andrés apart and makes his advice and connections so valuable. His approach is not solely about investments; it involves looking at the whole picture of the dentists he serves and offering practical solutions that seek to improve the efficiency and profitability of their practices, saving them time and money.
His expertise garners him numerous referrals and also has drawn the attention of the media and national dental associations, resulting in interview and speaking opportunities. Andrés has been interviewed by The Atlanta Journal-Constitution, Bloomberg Radio and Channel 2 WSB-TV. He also has published financial planning articles in Dentist’s Money Digest and has been featured on A Step Above, the audio newsletter of the Academy of Dental Management Consultants (ADMC).
Besides relationships, the passion that propels Andrés is the motto of his alma mater, Boston College – Ever to Excel. This pursuit of excellence guides him to go above and beyond in the service of the dentists with whom he works. He even named his independent firm E2E Financial, which he founded in 2015.
Andrés is a first-generation American who has achieved the American dream. The son of Colombian immigrants, he was born in New York, New York and raised in Philadelphia. When his parents first arrived in America, even with a Ph.D., his father had to work as a janitor for a time to make ends meet, later resuming work as a professor. Andrés credits his parents’ work ethic and humble beginnings to teaching him the diligence of hard work and the value of the dollar.
A former executive for Bloomingdales, Andrés also has a passion for fashion and is a class act in his client service and his signature bow tie.
Andrés lives in Atlanta and enjoys being a home bartender, collecting tequila, hiking and exploring Atlanta and around the world in his leisure time as well as staying abreast of the ever-changing financial industry through continued education.
- Founded independent financial planning practice E2E Financial, LLC in 2015.
- Advising clients and their families since 1993, offering financial planning, investment planning, estate planning, succession planning and dental practice consulting
- Bachelor of Science in finance from Boston College
- Member and current member of the Board, Academy of Dental Management Consultants (ADMC), since 2005
- Academy of Dental Management Consultants meeting presenter
- Schwartz Consulting Dental CEO Success Seminar speaker
- Speaker at numerous dental schools and dental study clubs