Blog Archives Page 5 of 13 - Romero Wealth Management

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...

Proactive Year-end Tax Planning for 2022 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...

Foundational Information That Successful Investors and Savers Understand!

Like many other savers and investors, you may be worried that we are headed toward more challenging economic times. Successful savers and investors are usually more prepared to handle difficult financial periods because they understand some key foundational...

Quarterly Economic Update Second Quarter 2022

The first half of 2022 has been a nightmare for even the most seasoned of investors. When looking back, from the March 2020 lows until January 2022, investors were treated to a 21-month bull market that saw equity markets more than double. Since then, the S&P...

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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.