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Due Diligence

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Equitable – Dennis Meade

by | May 11, 2026

Topics of Discussion:

RILA and Variable annuities

Attendees: Dan Romero & Greg Tobey

Location: Baran Mediterranean

Cost: $60

Time: 1:15pm

DWS – Jacob Raphaeli

by | May 7, 2026

Topics of Discussion:

discussed growth and tech positions

Attendees: Greg Tobey

Location: El Matatan

Time: 1:15pm

Ocean Park – Tiana Brenneise

by | Apr 22, 2026

Topics of Discussion:

market timing, equities and fixed income

Attendees: Daniel Romero and Greg Tobey

Location: Reunion Kitchen & Drink

Time: 1:15pm

Estimated Cost: $60

Eaton Vance – Sam Reinhart

by | Apr 16, 2026

Topics of Discussion:

Fixed income and direct indexing

Attendees: Daniel Romero and Greg Tobey

Location: El Matatan

Time: 1:15pm

Estimated Cost: $60

First Trust – Dominick Giordano

by | Apr 8, 2026

Topics of Discussion:

Industrial stocks, buffered ETFs, Small Cap Growth and International ETFs

Attendees: Daniel Romero and Greg Tobey

Location: King’s Fish House

Time: 1:15pm

Estimated Cost: $60

Allianz Life – Ryan Capalbo

by | Mar 30, 2026

Topics of Discussion:

RILA annuity product and enhanced living benefits.

Attendees: Daniel Romero and Greg Tobey

Location: Baran Mediterranean Restaurant

Time: 1:15pm

Estimated Cost: $60

Icon – Brian Rotter

by | Mar 18, 2026

Topics of Discussion:

multi sector bonds, private credit and US equities

Attendees: Daniel Romero and Greg Tobey

Location: King’s Fish House

Time: 1:15pm

Estimated Cost: $60

Xtollo Investments – Reid McDermott

by | Mar 11, 2026

We discussed dynamic allocation, balanced and interest rates.

Attendees: Daniel Romero and Greg Tobey

Location: Reunion Kitchen & Drink

Time: 1:15pm

Estimated Cost: $60

CONTACT US

Romero Wealth Management, Inc.
2520 N. Santiago Blvd,
Orange, CA 92867 (map it)

Phone: (714) 547-8787
Fax: (714) 547-8080

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