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.
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.
2582 N. Santiago Blvd, Suite A
Orange, CA 98267 (map it)
Phone: 714 547-8787
Fax: 714 547-8080
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