Blog Archives - Romero Wealth Management

Key Tax Policy Differences: House vs. Senate Finance Bills

As lawmakers shape the next chapter of U.S. tax policy, notable differences have emerged between the House and Senate Finance Committee proposals. Financial professionals and investors should be aware of several key distinctions that could influence long-term...

FORBES RECOGNIZES DAN ROMERO AS A BEST-IN-STATE WEALTH ADVISOR

[Orange, CA] — [April 2025] – Daniel S. Romero, CFP® an independent LPL Financial advisor in Orange, CA has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry....

ROTH and Traditional IRAs – Strategies for Building Your Retirement in 2025

Retirement savers understand the importance of being proactive. Having healthy retirement savings can help you live comfortably in your later years. As stewards of our clients’ wealth, we take great satisfaction in helping them prepare for retirement. We also...

Understanding the SECURE Act’s Impact on IRAs Left to Trusts

In 2019, the SECURE Act introduced significant changes to retirement accounts, and in 2022, the IRS provided proposed regulations that surprised many financial professionals. Now, in 2024, the IRS has finalized these rules, and they have a big impact on how IRAs left...

Daniel Romero, Cfp® of Romero Wealth Mgmt. Recognized as One of Lpl Financial’s Top Financial Advisors

[Orange, CA] — [January 2025] – Daniel Romero, CFP® a financial advisor at Romero Wealth Management in Orange, today announced that his achievements have been recognized with inclusion in LPL Financial’s Masters Club Program* for 2025. This distinction celebrates a...

Politics and Investing

It would be safe to say that this election season intensified emotions and left many investors uncertain of how the results could impact equity markets and their investments. However, savvy investors have learned that equity markets have historically cared more about...

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Director of Business Development

Jessica Hansen

Jessica joined the RWM team in January 2021, with a 20-year history in the financial services industry specializing in business process improvement, KPI implementation, team development, corporate social responsibility, marketing, and strategic relations. As the Director of Business Development, Jessica works alongside CEO Dan Romero to streamline business practices, innovate and implement strategic plans, and enhance the firm’s organizational efficiency.

Jessica graduated from California State University, Fullerton where she double majored in Japanese and International Business. She is currently working on her MBA at Concordia University, Irvine. When not hard at work or school, Jessica can be found outside hiking, enjoying the beach, at home baking, or just being with her family and friends.

Jessica holds FINRA licenses 7, 6, and 63 with LPL Financial.

Jessica is a Registered Administrative Assistant with LPL Financial.