Client Letter Archives Page 9 of 10 - Romero Wealth Management

Client Letter | COVID-19 and Oil Prices | March 9, 2020

The tough times that global markets were experiencing due to the spread of COVID-19 (coronavirus) worsened this past weekend as a price war between Saudi Arabia and Russia resulted in sharply declining oil prices. This combination of events is testing investors’...

Client Letter | March Markets Like A Lion | March 5, 2020

It’s been a tough week. The number of coronavirus cases have continued to increase globally, and new cases have been confirmed in the United States. Countries are making progress with containment, but those efforts also have resulted in a reduction in economic...

Client Letter | Coronavirus Fears End The Calm | February 25, 2020

Monday was a tough day in the stock market, with the S&P 500 Index down more than 3% as the number of coronavirus cases reported outside of China jumped. Monday’s losses reversed all of this year’s gains so far for the S&P 500 Index and the Dow Jones...

Client Letter | Bumps in the Road | February 6, 2020

The start of 2020 has brought increased stock market volatility. The uncharacteristically calm market environment we experienced for much of the past four months was bound to end, but identifying the catalyst for a potential sell-off became more difficult after the...

Client Letter | 2020 Gains on 2019 | January 2020

Happy New Year! What a difference a year makes. One year ago the stock market was plunging and came perilously close to ending what has become the longest bull market ever recorded. In December 2018, dropping stocks were suggesting an increased risk that a recession,...

Outlook 2020: Client Letter

Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. 2019 has been a very rewarding year for investors. One year ago after publishing Outlook 2019 we were all tested with market volatility, but hope that our guidance based on solid fundamentals...

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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.