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.
Do your investments keep you up at night?
Romero Wealth Management, Inc.
1585 E. 17th Street
Santa Ana, CA 92705 (map it)
Phone: 714 547-8787
Fax: 714 547-8080
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