Blog Archives Page 11 of 14 - Romero Wealth Management

Annual Plan Limits

Plan Limits 2025 2024 401(k) Elective Deferral Limit $23,500 $23,000 Catch-Up Contribution Limit* $7,500 $7,500 Annual Defined Contribution Limit $70,000 $69,000 Annual Compensation Limit $350,000 $345,000 Annual Defined Benefit Limit $280,000 $275,000 Highly...

Quarterly Economic Update: Third Quarter 2020

Nearly six months after the large waterfall drop of equity prices in March, most broad indexes have found their way to a better place. For the third quarter, the Dow Jones Industrial Average (DJIA) advanced over 7% and the S&P 500 index (S&P 500) rose over...

Proactive Year-end Tax Planning for 2020 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...

Low Interest Rates and Investors

Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting, interest rates were kept at a range of 0%-0.25% and it was indicated that they will remain near zero until the economy recovers from...

Quarterly Economic Update: Second Quarter 2020

After a sharp waterfall drop in March, major equity markets advanced strong in the second quarter. Following the Dow Jones Industrial Average’s (DJIA) worst first quarter ever the index posted its best second quarter performance since 1938 rising over 17%....

CEFEX News Release

INVESTMENT ADVISOR IS CERTIFIED FOR FIDUCIARY EXCELLENCE PITTSBURGH, JUNE 9, 2020 – CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360® company, has certified Romero Wealth Management to the standard described in the handbook “Prudent Practices® for Investment...

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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.