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Jason Romano, Moss Adams Wealth Advisors Partner, Named Top Advisor by Worth Magazine
LOS ANGELES, Calif. (Sept. 23, 2008)—Jason Romano, Partner, Moss Adams Wealth Advisors LLC, was named by Worth magazine as one of the top 250 wealth advisors in the U.S. in the October edition.
Each year, Worth recognizes an elite group of individuals for their expertise, integrity, and dedication to the field of wealth management. The Top 250 list represents months of extensive research and rigorous analysis. Though wealth advisors from all over the U.S. vie for inclusion, only a select few are chosen—those who have earned this distinction for their outstanding knowledge, insight, trustworthiness, and commitment to their client’s needs.
Mr. Romano has over 12 years of experience as a wealth manager working with high net worth individuals and families. He graduated from the University of California, Los Angeles, is a CFP®, Certified Financial Planner™ practitioner, AIF®, Accredited Investment Fiduciary, FINRA Series 7, 63 and 65 licensed, and Life and Disability insurance licensed.
About Moss Adams Wealth Advisors LLC
Moss Adams Wealth Advisors LLC is an independent investment advisory firm registered with the U.S. Securities and Exchange commission (SEC) under the Investment Advisors Act of 1940. Wealth Advisors provides collaborative wealth management strategies to build, manage, and preserve clients' net worth through investment management and consulting services, personal financial planning, and insurance management and consulting services.
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Moss Adams LLP is the 11th largest accounting and consulting firm in the United States, and the largest firm headquartered in the West. Moss Adams has two affiliated companies, staff of more than 1,800 that includes more than 240 partners, and is focused on providing client service to public, private, and not-for-profit enterprises through specialized industry and service practice teams. Moss Adams is a founding member of Praxity, a global alliance of independent accounting firms in the major markets of North America, South America, Europe, and Asia.