Due Diligence Archives - Romero Wealth Management

FIRST TRUST – Newport Beach

by Dan Romero | Aug 6, 2025

Attendees:

Jeff Baker (First Trust)

Garrett Olson, Smith Capital. Gibson Smith is the founder, CIO

Seve Sakayan of WCM.

We reviewed a few of their products and they gave us an overview of the fixed income and international markets.

Attendees: Dan Romero & Greg Tobey
Location: Pelican Hill
Time: 10:00am (1 Hour)
Estimated Cost: $200

EATON VANCE – Orange, CA

by Dan Romero | Jul 30, 2025

Met with

Sam Reinhart, AAMS, CSRIC

We discussed Eaton Vance Equity market perspective, impact of Yields and why they matter, direct indexing and the Eaton Vance Exchange Fund program.

Attendees: Dan Romero & Greg Tobey
Location: Medii Kitchen
Time: 1:15pm
Estimated Cost: $50

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.

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FIRST TRUST – Newport Beach

INVESCO – Orange, CA

EATON VANCE – Orange, CA

Jessica Hansen