Blog Archives Page 7 of 14 - Romero Wealth Management

Quarterly Economic Update First Quarter 2022

The past few years have proved the Greek philosopher Heraclitus right when he proclaimed that, “the only thing constant is change.” Just when a sense of normalcy seemed to be realized, during the first quarter of 2022 the world was thrown another hardship as Russia...

Proactive Retirement Strategies Using the SECURE Act

In February of 2022, the IRS and Department of Treasury released 275 pages of proposed regulations to implement the SECURE Act (Setting Every Community Up for Retirement Enhancement), that was originally enacted in December 2019. The SECURE Act was designed to...

5 Big Mistakes Investors Make

For the past 22 years, I have had the privilege of assisting individuals who sought investment and retirement council. Through that time, we’ve witnessed countless success stories, but not without speed bumps. 2022 has presented a moment that could cause havoc for...

Helpful Information for Filing 2021 Income Taxes and Proactive Tax Planning for 2022

Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to identify as many tax savings opportunities and strategies as possible for our clients. We believe that a proactive approach to...

Market Volatility: A Normal Part of the Investment Experience

Baseball legend Yogi Berra once said, “It’s tough to make predictions, especially about the future.” This holds true when it comes to timing the stock market. Investment markets have recently experienced a few years of very strong returns, but market...

Quarterly Economic Update Fourth Quarter 2021

2021 closed as a banner year for many investors. Although the year ended with both winners and losers, in retrospect, the sudden recession created by the COVID pandemic in 2020 lasted for investors for only two months. Although history will record the Covid pandemic...

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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.