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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...

FORBES NAMES DANIEL ROMERO AMONG AMERICA’S TOP FINANCIAL ADVISORS

New York, NY — March 7, 2018 – Daniel Romero an independent financial advisor at Romero & Levin Wealth Management, Inc. in Santa Ana, CA was recently recognized by Forbes as one of the 2018 Best-In-State Wealth Advisors. According to Forbes, advisors selected for...