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Regional Director @Focus Partners Advisor Solutions
New Braunfels, TX, US
EMAILS
p••••••••@focuspartners.com
MOBILE NUMBERS
+14•••••••37
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WORK HISTORY
Jan 2010 — Present
Regional Director @Focus Partners Advisor Solutions
New Braunfels, TX, US
EDUCATION
2000 — 2004
Santa Clara University
Bachelor of Science (BS)
2009 — 2012
Creighton University
Master of Security Analysis & Portfolio Management
SKILLS
EquitiesEtfsIrasInvestmentsSecuritiesEstate PlanningWealth ManagementAsset ManagementRetirement PlanningFinraFinancial AdvisoryFinancial PlanningAsset AllocationMutual FundsCertified Financial Planner401(K) Retirement Savings PlansSeries 7Wealth Management ServicesPortfolio ManagementInvestment AdvisoryInvestment StrategiesRetirementStrategic Financial PlanningInvestment ManagementFinancial Planners401k
ABOUT PANCH ROMERO
I enjoy learning about and educating people on personal finance, investments, and smarter…
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