Since co-founding Forge Financial in July 2024, Mike has embraced the firm's mission of ensuring their clients feel confident, informed, and served at every stage of their financial journey.
RESTON, VA, December 12, 2024 /24-7PressRelease/ -- Michael A. Romano has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
In the dynamic financial landscape of Northern Virginia, Michael Romano stands out as the Managing Partner of Forge Financial Group. Here, Mike champions a collaborative approach to wealth management, believing that financial health is a shared journey with clients. His focus is on providing comprehensive investment advice tailored to each individual's unique story and aspirations.
Since co-founding Forge Financial in July 2024, Mike has embraced the firm's mission of ensuring their clients feel confident, informed, and served at every stage of their financial journey. The Forge Financial team makes the complex simple for clients, helping clients to see and solve for financial blind spots, so they can focus more time on the people and experiences they love.
Mike's recent experiences have only accented this philosophy. Before his current role, he served as Managing Director of Investments at the Alexandria Wealth Management Group of Wells Fargo Advisors for nine years, where he deepened his ability to build long-term relationships based on trust and integrity.
Mr. Romano's roots in the financial sector began in Pittsburgh, Pennsylvania, where he served as a financial advisor at Merrill Lynch from 2004 to 2005, followed by a role at M&I Bank in Phoenix, Arizona, from 2005 to 2007. These early positions of building an asset base from scratch laid the foundation for his expertise in financial advising and planning. To prepare for his career, he earned a Bachelor of Science in Computer Science from Allegheny College in 2003 and a Master of Business Administration in Finance from the Babcock Graduate School of Management at Wake Forest University in 2009, where he received the Warren Stephens Merit Scholarship.
With a graduate degree underway, Mike was selected to intern and then onboard as an Investment Banking Associate with Bank of America Merrill Lynch, where he developed ease in financial complexity and critical analytical skills by creating detailed financial models and presentations. This experience laid the groundwork for his role as Vice President at Wells Fargo Private Bank, where he tailored services for high-net-worth individuals, focusing on strategic financial solutions and quickly found his path back to financial advising under the Wells Fargo umbrella.
Mike's diverse background equips him to lead his team at Forge Financial with a unique blend of expertise and empathy. He understands that behind every portfolio is a life story filled with aspirations and challenges. His approach is simple yet profound: he listens. At Forge Financial, he guides clients in crafting tailored investment strategies that reflect their values and dreams.
Mr. Romano is involved civically with the Horses Carriage Club and the Antique Automobile Club of America. His commitment to community service is also evident through his many seasons volunteer coaching for McLean Little League and by supporting the National Down Syndrome Society. Previously, Mr. Romano was a board member, treasurer and chair of the finance committee at Sitar Arts Center from 2013 to 2019.
As Mr. Romano prepares for his future, he aims to mentor junior advisors and uphold the values of integrity and honesty within the industry. He is also dedicated to nurturing future leaders and ensuring the sustained success of their endeavors. Mr. Romano's journey is characterized by a deep dedication to his clients, commitment to their financial well-being, and a personal investment in his profession. His commitment to continuously building solid relationships across generations speaks volumes about his passion for his career and integrity in doing good work.
Michael Romano offers securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Forge Financial Group 1775 Wiehle Avenue, Suite 340, Reston, VA 20190, (571) 699-4334
2024 Honored Listee, created by Marquis Who's Who. This recognition is based on a number of factors, including their position, accomplishments, visibility, and prominence in their field. It is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor. Please visit https://marquiswhoswho.com/ for more information.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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