Blog Archives - Romero Wealth Management

Romero Wealth Management, Inc. Embraces Fiduciary Excellence

Our firm was founded on the principles of integrity, professionalism and exceptional client service. We are also deeply committed to continuous improvement. Our dedication to doing what is best for you, our clients, prompted us to engage CEFEX, the Centre for...

Preferred Stocks vs. High Yield Bonds: Which Deserves a Place in Your Portfolio?

In today’s volatile market, investors are searching for ways to diversify their fixed income allocations without sacrificing yield or total return. Two asset classes often considered for this purpose are preferred stocks and high yield bonds. While both offer...

Navigating Your 401(k): Why Professional Guidance Matters

Retirement planning has evolved dramatically since the introduction of the 401(k) in 1978. Today, these plans are the cornerstone of retirement savings for millions of Americans, offering flexibility and control—but also placing the responsibility for investment...

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...

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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.