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Forbes Best-In-State Wealth Advisors
2018 through 2022

DANIEL ROMERO, CFP® RECOGNIZED BY FORBES AS A TOP WEALTH ADVISOR

LPL Financial Chairman's Club
2015 thru 2022

DANIEL ROMERO, CFP® RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

Financial Times Top Financial Advisers 2015

Daniel S. Romero Recognized by Financial Times as a Top Retirement Plan Advisor

Certified in 2020 from the Centre for Fiduciary Excellence, LLC (CEFEX).

This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment as it signifies conformity to a recognized global standard of fiduciary excellence.

INVESTMENT MANAGEMENT

Our process is aimed at understanding our clients to build appropriate investment portfolios for their needs and tolerance for risk.

RETIREMENT & FINANCIAL PLANNING

We take a holistic view of personal wealth to identify how separate components interact and identify threats to overall financial wellness.

401(k) PLAN CONSULTING

We help plan sponsors navigate the complicated world of 401(k) plan administration and keep their plans in compliance.

Do your investments keep you up at night?

Schedule an appointment.

Schedule some time with us to talk and see if we’re a good fit for each other.

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