Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Libby Romack CFP®
Managing Director – Investments and Branch Manager
CA License #0D12395
OVERVIEW
With over 27 years of financial services industry experience, Libby Romack is a financial advisor with Wise Wealth Advisors of Benjamin F. Edwards & Co. She joined the firm in 2011 as branch manager and helped the firm establish its presence in Florida. Libby is a CERTIFIED FINANCIAL PLANNER™, or CFP®, professional and previously worked at A.G. Edwards & Sons.
Libby knows that finances are a very personal part of a person’s life and a critical element of one’s financial future. As a result, she makes sure that her discussions with clients cover far more than just what the next investment will be. Together with her team, they develop a roadmap designed specifically to help a client reach their long-term goals and objectives.
Libby has three boys who fill her life with a great deal of joy.
Phone 850-769-7053
Toll Free Phone 855-769-7053
Phone (Direct) 850-769-7053
Check the background of this investment professional on FINRA’s BrokerCheck