R & R Financial Planners, Inc.

Tara Romeo is a financial advisor at R & R Financial Planners, Inc. with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RNR Securities, LLC since 2019. Prior to her financial career, she spent ten years at Professional Physical Therapy. R & R Financial Planners, Inc. serves individual investors, retirement plan participants, trusts, and some non-public entities by providing discretionary portfolio management and tailored financial planning. The firm structures portfolios based on client interviews and uses a mix of mutual funds, ETFs, individual securities, and derivatives to align with investment objectives and risk tolerance.

Albert Akerman is a financial advisor with R & R Financial Planners, Inc., holding a Series 66 designation and bringing 29 years of industry experience. He has worked at RNR Securities, LLC since 2015. Outside of his advisory role, Akerman serves as an arbitrator and arbitration panel chairman for the FINRA Dispute Resolution Department and is president of Strategic Management Associates, LLC, a consulting and financial services firm. R & R Financial Planners, Inc. provides discretionary portfolio management and tailored financial planning to individual investors, retirement plan participants, trusts, and select non-public entities. The firm uses a client-focused approach that includes model allocations, periodic rebalancing, and a mix of mutual funds, ETFs, and individual securities, along with options and derivatives strategies when appropriate.

William Romeo is a CFP® with 43 years of experience in the financial services industry. He has been with R & R Financial Planners, Inc. since 1983 and has also worked at RNR Securities, L.L.C. since 1997. In addition to his advisory role, he is an independent insurance agent for Security Mutual Life Insurance Company of NY. R & R Financial Planners, Inc. serves individual investors, including high-net-worth clients, retirement plan participants, trusts, and some non-public entities, offering discretionary portfolio management and customized financial planning. The firm employs a fact-finding process to align portfolios with clients’ objectives and risk tolerance, utilizing a mix of mutual funds, ETFs, individual securities, and, where appropriate, listed options and derivatives.

Anthony Rosa is an investment advisor representative at R & R Financial Planners, Inc. with 16 years of industry experience. He has been with R & R Financial Planners since 2009 and is also the owner of Tony Rosa Landscaping, a business he has operated since 1978. He holds Series 63 and Series 66 licenses. R & R Financial Planners, Inc. provides discretionary portfolio management and tailored financial planning services to individual investors, retirement plan participants, trusts, and select non-public entities. The firm uses a structured approach to align portfolios with client objectives and risk tolerance, employing a mix of mutual funds, ETFs, individual securities, and, when appropriate, options and derivatives.

Kevin Murphy is a financial advisor at R & R Financial Planners, Inc. He holds Series 63 and Series 65 designations and has 19 years of experience, including a long tenure at RNR Securities LLC. Outside of finance, he was involved with the LI Baseball Academy for 13 years. R & R Financial Planners, Inc. serves individual investors, retirement plan participants, trusts, and non-public entities by providing discretionary portfolio management and tailored financial planning. The firm uses client-specific investment strategies incorporating mutual funds, ETFs, individual securities, and derivatives, and offers access to third-party money managers and annuity product management.