Joel Romero, CFP^®

Designations and licenses

Joel is a CERTIFIED FINANCIAL PLANNER®.

Experience and education

Joel provides directional leadership to the Eugene and Tigard offices in Oregon.

Prior to joining Mariner, Joel held a variety of roles in retirement planning, including retirement counselor team lead, retirement counselor and retirement plan advisor, supporting public entity 403(b), 457(b) and 401(a) plans.

Joel holds a bachelor’s degree in business administration with a sales and service marketing specialization from Bowling Green State University. He also holds an MBA from Ashland University.

Personal interests

Away from the office, Joel enjoys running daily and competing in marathons and half-marathons. He loves hiking with his wife and daughter and cheering on Cleveland sports teams including the Browns, Guardians and Cavs, along with Ohio State football and basketball.

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.