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...
Los Angeles, CA – September 8, 2017 Jason Martinez, a Research Associate at Romero & Levin Wealth Management, Inc. in Santa Ana, CA, has earned the prestigious Chartered Financial Analyst® (CFA®) designation. The CFA charter, one of the most respected and...
San Diego, CA – June 8, 2015—Daniel S. Romero of Romero & Levin Wealth Management, Inc., in Santa Ana, CA, was recently named to the 2015 Financial Times Top 401 Retirement Plan Advisors list. Mr. Romero is affiliated with LPL Financial LLC, the nation’s largest...
