Rachel Romero

MS, CFP®

Financial Planner

About


Rachel serves clients as a financial planner, starting with The Financial Advisory Group as an intern while still a student. In addition to working with the financial planning team, Rachel also specializes in education planning and helps to create and maintain client’s 529 Plans. She joined the Wealth Enhancement Group family alongside her colleagues in 2024.



Originally from Fort Worth, Rachel enjoys getting to know Houston, trying new restaurants and exploring the city with her friends in her free time.


Education

  • MS, Personal Financial planning, Texas Tech University
  • BA, Psychology, Texas Tech University

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