# Romero Wealth Management

> Romero Wealth Management, Inc. is a financial advisory firm in Orange, California, led by Daniel S. Romero, CFP®, serving individuals, families, and business owners across Orange County since 1998. The firm provides investment management, retirement and financial planning, 401(k) plan consulting, and private trust services. Securities offered through LPL Financial, Member FINRA/SIPC.

## Who we are

- Daniel S. Romero, CFP® — founder and lead advisor; in the financial services industry since 1996; recognized by Forbes as a Best-In-State Wealth Advisor every year 2018-2026 and by the Financial Times as a Top Retirement Plan Advisor: https://romerowm.com/daniel-s-romero/
- Jason Martinez, CFA — financial advisor and retirement plan specialist: https://romerowm.com/jason-martinez/
- Full team of eight, including research and client service professionals: https://romerowm.com/team/

## Services

- Investment Management (fee-based): https://romerowm.com/investment-management/
- Retirement & Financial Planning: https://romerowm.com/retirement-financial-planning/
- 401(k) Plan Consulting — CEFEX-certified; see also our dedicated 401(k) site at https://rwm401k.com: https://romerowm.com/401-k-plan-consulting/
- Private Trust Company Services: https://romerowm.com/private-trust-company/
- Gold Medal Services (personalized wealth management): https://romerowm.com/gold-medal-services/

## Credentials and recognition

- CEFEX certification for retirement plan consulting: https://romerowm.com/cefex/
- Forbes Best-In-State Wealth Advisor, 2018-2026
- Financial Times Top Retirement Plan Advisor
- LPL Financial Chairman's Club

## Location and contact

- Office: 2520 N. Santiago Blvd, Orange, CA 92867
- Phone: (714) 547-8787
- Service area: Orange, Santa Ana, and greater Orange County, California
- Contact: https://romerowm.com/contact/
- Get started: https://romerowm.com/get-started/

## Community

- KHR Legacy Scholarship — awarded annually to a graduating high school senior for 24 years: https://romerowm.com/khrlegacy/

## Related site

- 401(k) and Pooled Employer Plan services for employers: https://rwm401k.com