Romil Bhagat

Romil began his financial services career with Met Life in 1990 as a sales representative in Northern New Jersey. Since he wanted to help his clients with both the protection and growth of their assets, he obtained the securities registrations required.

In 1996 Romil joined Chemical Bank (later Chase) in their insurance division, where he covered several branches in New York City, including the Times Square and the Fashion District , and became one of the highest producing branch representatives. Romil transitioned to a Business Banking position with Chase before moving on to independent practice as a financial advisor, helping his clients with life, disability, long term care, retirement and education planning in addition to group benefits planning for business owners.

Romil joined Varbeco in 2004 and was glad to work with like-minded colleagues to aid clients in pursuing their ongoing financial goals.
 

Birthplace: Mangalore, India
Wife: Ritu , a dentist practicing in NY
Kids: Rishi and Raina
Professional designations: MBA, MS, LUTC
Securities Registrations: Series 65, 63, 6 & 7 held with LPL Financial
Insurance Licenses: Life & health insurance licenses in NJ & NY
Favorite Movies: Laurence of Arabia, Star Wars
Favorite Books: The Last Lion, Freakonomics
Favorite Artists: U2, Beatles
Interests: Playing golf, running, swimming, lifelong learning , traveling

 

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