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9711 Washingtonian Boulevard Suite 420 Gaithersburg, MD 20878


Claude S. Romano

Claude S. Romano

Claude is the head of our Risk Management Department. The purpose of adding this department to our firm is to assist our clients in the areas of personal and corporate life insurance, insurance for estate planning and other risk management specialties.

Claude graduated from Villanova University with a BSBA in Finance. He entered the life insurance business with Prudential Financial in 1988 after graduation. His professional education has earned him Chartered Life Underwriter, Chartered Mutual Fund Counselor and Life Underwriter Training Council Fellow designations. Claude also manages a successful life insurance and financial planning practice of his own.

He is married with three children and resides in North Potomac, Maryland.