The Frank Romeo Group
Frank Romeo
Wealth Planner
Calgary, Alberta
About Frank
Frank Romeo has been working in the industry in the Calgary region for the past 25 years. Prior to this, Frank worked in the Banking industry in commercial lending and was the owner/operator of several small business ventures for many years.
Frank fosters a climate of trust and mutual respect and helps individuals, families and small business operators attain their goals through an integrative, holistic approach.
Frank and his wife Carla Jane are parents to now adult Triplets and live in the city of Calgary.
Optimize's Approach to Wealth Management
The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.
For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.
The cornerstone of the Frank Romeo Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.
Frank provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. Derrick Marcelino is the Portfolio Manager who advises and manages client investment accounts, while Frank helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance*.
*Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba.
Please know that Frank Romeo is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.
Contact
frank.romeo@optimize.ca
403-229-3340
403-390-5678
Office Location
The Frank Romeo Group
Nick Cup
Portfolio Manager
Derrick Marcelino
Portfolio Manager