Romero & Levin Wealth Management, Inc.

★★★★★
  • 1585 E. 17th St

    Santa Ana, CA 92705

    Map & Directions
  • 714-547-8787

About Romero & Levin Wealth Management, Inc.

Categories
  • Investment Advice
  • Financial Planners

Finance

Finance
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"Dan is an incredible individual. He displays the highest integrity, and offers great follow up. He is truly focused of providing the highest caliber of professionalism and attention to detail. I would highly recommend his service!"

5
★★★★★

"Dan is an incredible individual. He displays the highest integrity, and offers great follow up. He is truly focused of providing the highest caliber of professionalism and attention to detail. I would highly recommend his service!"

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Message from Romero & Levin Wealth Management, Inc.

My sister Melissa and I brought our respective independent practices together in January of 2005 to form Romero Wealth Management, Inc (since changed to Romero & Levin). While we are both CERTIFIED FINANCIAL PLANNER? Practitioners, we have split our responsibilities. I assist clients with their retirement and investment planning while Melissa focuses on estate and succession planning. We transact our business through LPL Financial, an independent broker dealer. You will discover through the course of your research that LPL Financial is amongst the industry leaders in our business.



We understand the aforementioned qualifications are merely a ticket into the door. What separates our firm is our passion and desire to help you pursue your goals. We have the education, resources and experience to do so. We also have the integrity, honesty and skill to help bring your goals to a realization.



Sincerely,



Daniel S. Romero, CFP®, AIF®, CFS

Romero & Levin Wealth Management, Inc.



Daniel Romero CA Insurance Lic #:OC54180, Melissa Levin CA Insurance Lic #:0C56086 and Greg Levin CA Insurance Lic #:0F08519 are Registered Representatives with and offer Securities through LPL Financial a Registered Investment Advisor and Member FINRA/SIPC.

 

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