Personal Financial Counseling

Take control of your financial future with personalized guidance and strategies designed to secure your financial well-being. Romy Mortel is an Accredited Financial Counselor with a Master’s Degree in Financial Planning. For over 25 years, Romy has helped individuals and families meet their personal financial goals through counseling and education. Whether you are planning for retirement, managing debt, or investing in the future, Romy is here to help you achieve financial peace. Schedule a complimentary confidential consultation with Romy Mortel and start your journey to financial freedom today.