Member of the Orange County Chapter
 
Daniel Romero
CERTIFIED FINANCIAL PLANNER™ Practitioner, AIF®
Romero & Levin Wealth Management, Inc.

Mr. Romero is a CERTIFIED FINANCIAL PLANNER™ certificant, Certified Fund Specialist and Accredited Investment Fiduciary ® (AIF). Expertise falls in the realm of retirement planning for high net worth individuals and company plans. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: AZ, CA, CO, HI, MN, MS, NC, NY, OH, SC, TX, & WA. Daniel Romero is a Registered Representatives with & offer Securities through LPL Financial a Registered Investment Advisor and Member FINRA/SIPC. Daniel's CA Insurance Lic #:OC54180


Work Address
Romero & Levin Wealth Management, Inc.

1585 E. 17th Street
Santa Ana, CA 92705
Profession
CERTIFIED FINANCIAL PLANNER™ Practitioner, AIF®
19years experience.
Specialization
401(k)/Pension Services & Group Health Insurance
Phone
714-547-8787
Mobile Phone
714-856-2677
Fax
714-547-8080
dan.romero@lpl.com
Business Website
UCLA Involvement
 
 Education
 UCLA BA 1997
 

  Service Groups
The Benevolent & Protective Order of Elks of the USA, Lodge #794

Trade Groups
Financial Planners Association


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