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"Melissa Levin is a professional woman I recommend to you without reservation. Her expertise in the realm of health, life, long term care and disablity insurance was invaluable to my husband and me as sought to maximize coverage while reducing our annual premium. The health insurance policy she provided us saved us enough money to cover the yearly cost of a long term care policy. "
- Marilyn Gausewitz

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Our Partners

Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities & fee based asset
managemet through LPL Financial Services a Registered Investment Advisor and Member FINRA/SIPC.
Daniel's CA Insurance Lic #:OC54180 - Melissa's CA Insurance Lic #:0C56086 - Greg's CA Insurance Lic #:0F08519
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner,
which it awards to individuals who successfully complete initial and ongoing certification requirements.