Dan Romero
LPL Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Practitioner | 401k Specialist
- Role
- Certified Financial Plannertm Practitioner at Romero Wealth Management, Inc
- Location
- Santa Ana, CA, US
- LinkedIn followers
- 500 followers
About Dan Romero
Daniel Romero has been in the financial services industry since 1996; private practice since 1998. Daniel proudly holds the certificate of CFP®. CERTIFIED FINANCIAL PLANNER™ certificants are individuals who have met CFP Board’s education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board’s biennial certification requirements, including continuing education. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section aboveThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit 401k & Pension Consulting and Support* Individual Wealth Management* Financial Planning* Group Health InsuranceLPL Tracking #15•••80
Experience
Certified Financial Plannertm Practitioner
Sep 1998 — Present · Orange, CA, US
Education
Santa Ana College
AA - Liberal Arts
1991 — 1994
UCLA
BA - Sociology, Sociology
1994 — 1997
The Retirement Advisor University at UCLA Anderson School of Management Executive Education
C(k)P™ designation, 401(k) Plan Management
2010 — 2012
Institute of Business & Finance
1998, Certified Fund Specialist (CFS)
1998 — 1998
Skills
- Wealth
- 401k
- Pensions
- Series 7
- Estate Planning
- Personal Finance
- Retirement
- Strategic Financial Planning
- Fiduciary Services
- Retirement Planning
- Employee Benefits
- Group Insurance
- Fiduciary
- Personal Financial Planning
- Wealth Management Services
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