Carlos Romano

Carlos Romano

Executive Banker

NMLS# 2093512


Carlos is a financial professional with experience in the Financial Services Industry. In his most recent roles, Mr. Romano was responsible for raising capital for various real estate investment programs. He has also acted in the capacity of Financial Advisor/Insurance specialist to families, individuals and business owners to assist them with their investment needs.

Mr Romano earned a bachelor’s degree from the University of California, San Diego. He currently holds the following FINRA Securities licenses: Series 7, 24, 63 & 65 and CA Life Insurance License.

Carlos currently lives in North Orange County. Carlos’ hobbies include: hiking, kayaking, river-rafting, fishing, jogging and visiting natural wonders at National Parks. He also loves learning about cultures and languages, currently speaking English, Spanish, Italian and to a lesser degree, French. Among the causes he believes in and supports is helping the less fortunate, ending world hunger/poverty, volunteering to help the elderly and helping create opportunities for people.