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Funding Your Retirement: Some IRA Choices to Consider
It’s extremely important that we all take our retirement into our own hands. The concept of not preparing and relying on a government-sponsored retirement is not the best plan…
DANIEL ROMERO, CFP® RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
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.
FORBES NAMES DANIEL ROMERO AMONG AMERICA’S TOP FINANCIAL ADVISORS
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.
Jason Martinez Earns Prestigious Chartered Financial Analyst Designation
Los Angeles, CA - September 8, 2017 Jason Martinez, a Research Associate at Romero & Levin Wealth Management, Inc. in Santa Ana, CA, has earned the prestigious Chartered Financial Analyst® (CFA®) designation. The CFA charter, one of the most respected and...
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