Blog Archives - Romero Wealth Management

Proactive Year-end Tax Planning for 2022 and Beyond

One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component...

Foundational Information That Successful Investors and Savers Understand!

Like many other savers and investors, you may be worried that we are headed toward more challenging economic times. Successful savers and investors are usually more prepared to handle difficult financial periods because they understand some key foundational...

Midyear Outlook 2022 | Navigating Turbulence | July 12, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020,...

Quarterly Economic Update Second Quarter 2022

The first half of 2022 has been a nightmare for even the most seasoned of investors. When looking back, from the March 2020 lows until January 2022, investors were treated to a 21-month bull market that saw equity markets more than double. Since then, the S&P...

Understanding Rising Interest Rates

During the last few years, borrowers and spenders have enjoyed historically low interest rates. However, analysts all agreed that at the Federal Reserve’s June meeting, interest rates were going to be increased. Although rising interest rates have been anticipated,...

DANIEL S ROMERO, CFP® RECOGNIZED IN FORBES AS A 2022 BEST-IN-STATE WEALTH ADVISOR

— Named the #60 Advisor in California — [Orange, CA] — [May, 2022] – Daniel S. Romero, CFP® of Romero Wealth Management was recently ranked No. 60 in California in Forbes’ 2022 Best-In-State Wealth Advisors list. According to Forbes, the annual ranking...

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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.