Orange County, CA — April 10, 2018 Daniel Romero, CFP®, an independent LPL Financial advisor at Romero & Levin Wealth Management, Inc. in Santa Ana, CA, today announced his inclusion in LPL’s Chairman’s Club. This premier award is presented to less than 5% of the...
New York, NY — March 7, 2018 – Daniel Romero an independent financial advisor at Romero & Levin Wealth Management, Inc. in Santa Ana, CA was recently recognized by Forbes as one of the 2018 Best-In-State Wealth Advisors. According to Forbes, advisors selected for...
San Diego, CA – June 8, 2015—Daniel S. Romero of Romero & Levin Wealth Management, Inc., in Santa Ana, CA, was recently named to the 2015 Financial Times Top 401 Retirement Plan Advisors list. Mr. Romero is affiliated with LPL Financial LLC, the nation’s largest...