Romney Garner, CFP®, MBA

Wealth Advisor & Program Manager

CUSO Financial Services, L.P. (Member FINRA/SIPC)

Check the background of this investment professional on FINRA BrokerCheck

Romney has guided individuals and families to achieve financial success since 2009. With an MBA in Finance and as a Certified Financial planner, Romney has gained extensive knowledge in financial planning allowing her to help clients successfully navigate their college, retirement, insurance, wealth management and wealth transfer needs.

“The more I get to know my clients through in-depth conversations allows me to really understand what is really bothering them. It’s not always obvious at first, but when those concerns come out, that gives me something to work with, to help them mitigate that stress or fear. Once they realize that what they have been stressing about can be managed, I can see a big sense of relief in them. I believe this is where a lot of the value comes from in working with a financial advisor.”

When not helping clients reach their goals, you’ll find her outdoors with her animals or spending time with family and friends.

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

**Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, withdraw penalties, protection from creditors and legal judgements, required minimum distributions and possession of employer stock.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.