Romero & Levin Wealth Management, Inc.

Jeffrey Simons of Keller Williams will discuss the current state of affairs with our real estate market, while CFP® Daniel S. Romero Will outline the markets and economy – and the many factors that will influence them in the year ahead.

Dan Romero C(K)P® Among the first of 75 financial professionals in the country to be awarded the Certified 401(k) Professional Designation from The Retirement Advisor University In Collaboration with UCLA Anderson School of Mgmt Executive Education

In order to keep their clients well informed, Santa Ana’s top wealth management firm introduces a news forum on their recently redesigned web site

WiserAdvisor announces that Daniel Romero, CFP®, AIF® of Romero & Levin Wealth Management, Inc. has been awarded admittance as a member of its directory of financial advisors.

This distinction is based on an annual production ranking of all registered advisors supported by LPL Financial LLC, the nation’s largest independent broker-dealer* & is awarded to less than 20 % of the firm’s more than 12,000 advisors nationwide