Daniel Romero has been in the financial services industry since 1996; private practice since 1998. Daniel proudly holds the certificate of CFP^®. CERTIFIED FINANCIAL PLANNER™ certificants are individuals who have met CFP Board’s education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board’s biennial certification requirements, including continuing education. He is our primary professional for financial planning and asset management.

Mr. Romero graduated from the University of California, in Los Angeles. He is also a member of the Society of Financial Service Professionals. Daniel is a registered representative and holds the Series 7, 63, and 65 securities registrations with LPL Financial LLC. Daniel is a licensed Life, Health, Variable Annuity and Long Term Care insurance agent.

Education & Designations
University of California, Los Angeles
BA Sociology
Fall 1997

Certified Financial Planner Board of Standards
Certified Financial Planner (CFP®) Certificate
August 2005