Blog Archives Page 3 of 12 - Romero Wealth Management

Quarterly Economic Update First Quarter 2023

The first quarter of 2023 had investors sitting on the edge of their seats as the equity markets took them for a bumpy ride. In the end, the quarter did close on a good note, with U.S. stocks having a late quarter comeback following some positive news that the Federal...

Weathering Volatility With a Long-term Strategy

Read the financial news today and it’s highly likely you’ll see the term “volatility” in at least several articles. While market volatility is a normal part of the investing experience, ever since the pandemic hit the world in 2020, volatility seems to have become the...

Quarterly Economic Update Fourth Quarter 2022

It’s probably a fair assumption to say that most investors are happy 2022 is in the books. After enjoying the longest bull market in history, from after the financial crisis in 2009 to the beginning of the COVID-19 pandemic, the bear finally officially rose from its...

Welcome to 2023!

Happy New Year and welcome to 2023! We hope that you and your family had an enjoyable holiday season. We look forward to what this new year has to offer. 2022 was rough for investors, with many of the year’s events unforeseen and unfavorable. As we enter the new year,...

There is Always a Reason to be Grateful!

We believe the best client is an informed client. For this reason, throughout the year we provide our clients with a wealth of consistent and pertinent information on financial topics and markets conditions, including quarterly reports, tax reports, and articles. Our...

Going Back to Basics: Time to Review Some Important Financial Fundamentals

“May you live in interesting times,” is an expression where someone ironically wishes an “interesting” time to whomever they are speaking with. Although it may seem innocuous it’s really an insult. By saying this, you wish the person to live during times of...

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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.