Blog Archives Page 12 of 13 - Romero Wealth Management

Strategies for Investors in a Volatile Market

During volatile times, many investors get agitated and begin to question their fundamental investment decisions and choices. This is especially true for those investors who monitor their portfolios daily and can be tempted to pull out of the market and wait on the...

The New SECURE Act and Proactive Retirement Planning

The House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act on May 23. The next step is to pass through the Senate and be signed by the President. With strong bipartisan support and the Senate already considering changes...

Portfolio Rebalancing in a Low Interest Rate Environment: Consider Interest Rate Risk!

Rebalancing your portfolio can be a good way to help keep your investment strategy on track towards meeting your goals. Doing it on a consistent basis can help maintain the soundness of your portfolio during market fluctuations, interest rates adjustments and life...

TIPS for THE REAL ID for THE REAL RESIDENTS of THE OC

So, I recently lost my driver’s license which of course required me to get a new one. I’ve heard these rumors and whispers that we all need to get a “REAL ID” prior to a deadline in 2020, so this seemed as good a time as any to knock that off the list. What is the...

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

New York, NY — February 28, 2019 – Daniel Romero of Romero & Levin Wealth Management, Inc. was recently ranked No. 48 in California in the annual Best-In-State Wealth Advisors list published by Forbes. According to Forbes, the annual list highlights over 2,000 of...

Funding Your Retirement: Some IRA Choices to Consider

It’s extremely important that we all take our retirement into our own hands. The concept of not preparing and relying on a government-sponsored retirement is not the best plan. Financial woes combined with the fact that the U.S. population is continuing to age, means...

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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.