Dan Romero Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ Practitioner @ Romero Wealth Management, Inc.
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Dan Romero Location
- Santa Ana, CA, US
Dan Romero Work
- 1998 -now CERTIFIED FINANCIAL PLANNER™ Practitioner @
- 1997 -1998 President @ Greek Weekly Newspaper
Dan Romero Education
- 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 - University of California, Los Angeles
BA - Sociology (Sigma Pi Fraternity, Greek Weekly Newspaper)
1994-1997 - Santa Ana College
AA - Liberal Arts
1991-1994
Dan Romero Skills
- Strategic Financial Planning
- Wealth
- Series 7
- Personal Finance
- Retirement Planning
- Personal Financial Planning
- Employee Benefits
- Estate Planning
- Group Insurance
- 401k
- Fiduciary Services
- Pensions
- Wealth Management Services
- Fiduciary
- Retirement
- Healthcare
- Business Development
- Microsoft Excel
- Sales
- Personal Financial
- Wealth Management
- Project Planning
- Strategic Financial
Dan Romero Summary
- Dan Romero, based in Santa Ana, CA, US, is currently a CERTIFIED FINANCIAL PLANNER™ Practitioner at Romero Wealth Management, Inc.. Dan Romero brings experience from previous roles at Greek Weekly Newspaper. Dan Romero holds a 2010 - 2012 C(k)P™ designation in 401(k) Plan Management @ The Retirement Advisor University at UCLA Anderson School of Management Executive Education. With a robust skill set that includes Strategic Financial Planning, Wealth, Series 7, Personal Finance, Retirement Planning and more. Dan Romero has 1 emails and 2 mobile phone numbers on RocketReach.
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