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Atomi Financial Group, Inc. is a California Registered Investment Adviser. Call us toll free at 888-533-9364.

Office location: 20 Executive Park, Suite 120, Irvine, CA 92614. Mailing address: P.O. Box 11687, Newport Beach, CA 92658.

Please read our Disclosures Statement, Privacy Policy, & Business Continuity Plan. © 2018 Atomi Financial Group, Inc., all rights reserved.

Please visit FINRA's BrokerCheck & SEC's IA Public Disclosure Database for information on Atomi Financial Group. Our CRD number is 171787.

ATOMI FINANCIAL GROUP

Sandra Romero-Wright

Sandra is the Chief Compliance Officer of Atomi Financial Group (Atomi). She is also Atomi's Director of Operations, responsible for managing the firm’s client reporting and billing systems, as well as other back office functions. She has over 17 years’ experience in the financial industry, with experiences involving administration, operations, investor relations, and portfolio administration.

Prior to Atomi, Sandra served as Compliance Associate at SEC-registered Registered Investment Adviser. While there, she worked closely with the Chief Compliance Officer creating policies and procedures, keeping the regulatory books and records, updating and keeping the staff informed of new regulation rules and laws.  Sandra implemented new workflows and checklists that helped serve the clients and ensured risk tolerance and suitability were reviewed with the clients. 

Sandra is a member of the Southern California Compliance Group and attends annual National Society of Compliance Professionals conference.

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