Blog Archives Page 9 of 13 - Romero Wealth Management

DANIEL S. ROMERO HONORED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

Orange, CA — May 27, 2021 — Daniel Romero an independent LPL Financial advisor at Romero Wealth Management in Orange, today announced his inclusion in LPL’s Chairman’s Club. This elite award is presented to less than 5% of the firm’s more than 17,000 financial...

APFA Q1 Economic Update

What a difference a year makes. The first quarter of 2021 included the one-year anniversary from the March 2020 equity market’s bottom. For the first quarter of 2021, equity markets encountered volatility but still created all-time highs. With the potential of herd...

Traditional and ROTH IRAs – Strategies for Building Your Retirement

It is extremely important that we all take our retirement into our own hands. The concept of not preparing and relying on a government-sponsored retirement might not be the best plan. Financial woes combined with the fact that the U.S. population is continuing to age,...

DANIEL S. ROMERO, CFP® RECOGNIZED IN FORBES AS A 2021 BEST-IN-STATE WEALTH ADVISOR

ORANGE, CA — February 2021 – Daniel S. Romero, CFP® of Romero Wealth Management was recently ranked No. 61 in California in the 2021 Best-In-State Wealth Advisors list published by Forbes. According to Forbes, the annual list spotlights the nation’s top-performing...

Helpful Information for Filing 2020 Income Taxes & Proactive Tax Planning for 2021

Income tax is a large revenue source for the United States government. While tax rates have changed many times, since the 1860’s, the United States has used a “progressive” tax code. A progressive tax code means that people who make more money are taxed at a higher...

Quarterly Economic Update: Fourth Quarter 2020

There are many years that history could easily forget, but 2020 certainly will not be among them. The year 2020 challenged us in more ways than we were prepared for and the thoughts of a “Happy New Year” seemed to be more prevalent this New Year’s Eve than ever. In...

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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.