Romero Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
2520 N Santiago Blvd, Orange, California...Phone Number
(714) 547-8787Website
www.romerowm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Romero Wealth Management
Romero Wealth Management, led by Daniel Romero, CFP®, offers a range of financial services including investment management, retirement and financial planning, and 401(k) plan consulting. The firm is recognized for its adherence to fiduciary best practices and has received accolades from Forbes and Financial Times as a top wealth advisor. Their approach focuses on understanding clients' needs to create tailored investment portfolios and ensure overall financial wellness. They primarily serve individuals and plan sponsors looking for comprehensive financial guidance and support.Explore more
Romero Wealth Management Org Chart
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Romero Wealth Management, led by Daniel Romero, CFP®, offers a range of financial services including investment management, retirement and financial planning, and 401(k) plan consulting. The firm is recognized for its adherence to fiduciary best practices and has received accolades from Forbes and Financial Times as a top wealth advisor. Their appr... Read More
