Who is Andrés M. Romero?

Andrés Romero, ChFC, CFP^® has more than 20 years of experience helping dental practices manage their success through his comprehensive blend of financial planning and business coaching. Having specialized in helping dental practices, Andrés knows the unique issues and challenges dentists face. He has become known as an industry authority for financial advice and has developed specific strategies, tools and systems to help dentists take their practice to the next level.

Andrés shares his expertise frequently as a speaker at dental associations, schools and club meetings. He is passionate about guiding dentists to achieve practice efficiency and working towards optimal financial goals.

Presentation Topics:

• What Do Profit & Loss Statements Have to Do with It?
• Maximizing Your 401(k) Now!
• Key Tax-Savings Strategies You Can Implement Now

Invite Andrés to Speak to Your Practice or Group.

 
Download Andrés’ speaking packet here.

Past Events