Blog Archives Page 8 of 14 - Romero Wealth Management

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...

Quarterly Economic Update Third Quarter 2021

Equity markets ended the third quarter with mixed results. The quarter started with strong earnings reports lifting many large U.S. stocks during the summer and ended with the Federal Reserve (Fed) striking a dovish tone, confirming its hesitance to tighten policy too...

Anticipating Rising Interest Rates

Interest rates play a crucial role in the American economic system. They influence the return on savings, the costs of borrowing and can have a bearing on the direction of many investments. The direction of interest rates is also known to provide insight into future...

Focusing on Factors You Can Control

Every investor normally has personal goals in mind that they would like to achieve. Although most non-retired adults have some savings, only 36% say their nest egg is “on track,” according to the Federal Reserve. Sometimes, those eager to boost retirement savings...

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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.