Forbes Best-In-State Wealth Advisors

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

LPL Financial Chairman's Club

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

Financial Times Top Financial Advisers

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

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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CONTACT US


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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