“My goal is to treat every client with my utmost respect and dedication. To help them obtain their financial goals, independence, freedom and enjoy life without having to think about money.”
Carlos A. Romero
President & Founder
Carlos A. Romero, Founder of Encompass Wealth Management, has been helping families and businesses throughout the Washington Metropolitan Region fulfill their financial goals for over 19 years.
He prides himself on a client centered approach that aligns with your needs, your time frame and your goals. In addition to objective and independent investment advice, his goal is to ensure that ethics are the cornerstone of Encompass Wealth Management. His team works to provide a high level of personal service and attention throughout the wealth management process.
Carlos provides objective advice with a comprehensive blend of quality, non-proprietary financial products and services. His practical investment strategy aims to let you meet your investment goals, retirement needs and successfully transfer your wealth to your children, grandchildren and/or charities. He strives to maintain frequent communication with all of his clients throughout all market conditions, giving him the ability to fine-tune individual financial management strategies in response to the changes in the economic and business cycles or changes in the client’s lifestyle.
Prior to establishing Encompass Wealth Management, Carlos worked as Senior Financial Advisor for several reputable banks such as: Truist Bank, M&T Bank and PNC Bank. He also spent over two years in Europe working for the European Bank for Reconstruction And Development in London, U.K. as Bank Advisor.
Carlos is an Economist and graduated in 1998 from the University of Maryland in College Park, Maryland. He holds Series 7 and 66 securities registrations through LPL Financial. He is licensed in many states. He also holds Life, Health and Property and Casualty Licenses. He is frequently interviewed on CNN, Univision, Telemundo and other media outlets to provide insight on global financial markets.
A local Washingtonian. He grew up in Washington, DC and Montgomery County, Maryland. Investment and insurance are not the only licenses he holds. He has a D coach license from the United States Soccer Federation. On the weekends, you will find him cheering for his son during a soccer or lacrosse game or playing with his family at the golf course. Carlos, his wife and two children live in Potomac, Maryland. He enjoys spending time with his family.