Daniel S. Romero, CFP®
LPL Registered Representative
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
Certified Financial Planner Board of Standards
Certified Financial Planner (CFP®) Certificate
Branch Research Coordinator
Greg Tobey joined Romero Wealth Management in 2016. He brings over twenty-three years of financial services industry experience, having worked nine years as an independent financial advisor. Prior to joining our team Greg worked as an OSJ supervisor for the AIG Advisor Group, where he was responsible for providing regulatory oversight to over 300 independent financial advisors throughout the western regional US.
As Branch Research Coordinator his responsibilities include client servicing, data research, and portfolio management. He maintains continuous contact with the LPL sponsors with whom we invest, and routinely monitors our model portfolios and mutual fund managers. Other responsibilities include developing asset allocation models, cash management, and periodically rebalancing of client portfolios to conform to stated investment objectives.
Greg also works closely with CEO Dan Romero to assist in evaluating client goals and objectives, financial planning, and implementing portfolio investment strategies.
Greg holds FINRA licenses 4, 7, 24, 63 and 65 registrations through LPL Financial.
Director of Business Development
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.
Jason Martinez, CFA
Operations Manager & Chief Technology Officer
Jason provides oversight of the operations team and helps drive efficiency by developing our proprietary investment management platform. Jason holds the designation of Chartered Financial Analyst (CFA). The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.
He developed his passion for finance at California State University, Long Beach (CSULB), where he earned a Master of Business Administration (MBA) degree and served as graduate assistant for the finance and international business departments. He was also Vice President and Treasurer of the Masters of Business Administration Association, a network of business professionals. Jason led, and provided quantitative analysis for, the Student-Managed Investment Fund, in which he and his colleagues managed real money portfolios in order to develop a holistic understanding of portfolio management. His hard work and acumen earned him a place on the Graduate Dean’s List of University Scholars and Artists, and a lifelong membership to Beta Gamma Sigma, the international honor society for business students.
Jason earned his Bachelor of Arts degree in Computing from the University of California, San Diego. He enjoys spending his free time with his wife and three daughters and stays active skateboarding and practicing Brazilian Jiu jitsu.
Lead Client Service Associate
As our Lead Client Service Associate, Christie Dengler has an extensive background in administrative support in the financial industry for the last 15 years. She is the contact for depositing and withdrawing funds, opening new accounts, and customer service. She is a Southern California native and enjoys nature photography, travel, and crafting.
Client Service Associate
Jessica Munoz is a proud addition to our operations team as a Client Service Associate, bringing her joyful willingness to help others. With over 20 years of administrative and client service experience, Jessica has worked in a variety of industries including financial, healthcare, education, and nonprofit organizations. Her diverse expertise and cheerful can-do personality elevate our client experience. Born and raised in Orange County, Jessica is a proud mother of a beautiful baby girl.
Client Services Associate
With over 20 years of customer service experience, Heather Alvarado, joined our team as a Client Services Associate 6 years ago. She is the first face you see when you come to our office and her ability to show clients how important they are to our business is exceptional. Her friendly and helpful personality ensures that our clients have a great experience here at Romero Wealth Management. She was born and raised in Southern California and is married with 2 beautiful daughters. She loves spending time with her family and going to the lake to relax.
Client Services Associate
Elisa grew up in Orange California. She attended Santiago Canyon College where received her A.A. in Business Administration. She has been working for Romero Wealth Management for over 2 years. Her goal is to assist clients and ensure their needs are met. In her spare time she likes to spend time with her family and enjoys reading.
Client Service Associate
Stefanie Lyght joined RWM in April 2022, bringing her cheery disposition and joyful spirit to our team. As a new Client Service Associate at RWM, Stefanie’s top priority is to ensure there is seamless correspondence between clients and the rest of the firm. Stefanie is our lead scheduler, with the goal to maximize the client experience and enhance team performance.
Stefanie is a returning resident of Orange County after living in several different states across the country. She always knew she wanted to raise her family back in California and is happy to put her roots down in the area. Stefanie and her husband have two children that keeps them on the go.