Blog Archives Page 7 of 13 - Romero Wealth Management

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...

Welcome to 2022!

Happy New Year and welcome to 2022! We hope that you and your family had an enjoyable holiday season. We look forward to what this new year has to offer. Our primary goal for the new year is to continue to help optimize your journey toward your financial goals. A key...

For 2022, Let Gratitude Be Your Attitude!

Throughout the year, our goal is to provide our clients a wealth of consistent and pertinent information on financial markets and economic topics. We believe the best client is an informed client. We hope you find the information we provide helpful, timely and...

Proactive Year-end Tax Planning for 2021 and Beyond: Including Key Tax Change Proposals

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...

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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.