Dan Romero Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ Practitioner @ Romero Wealth Management, Inc.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
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 1 mobile phone numbers on RocketReach.
Looking for a different Dan Romero?
Find contact details for 700 million professionals.
Others Named Dan Romero
Dan Romero
Lead Senior Software Engineer
New York, NY, US
Dan Romero
CERTIFIED FINANCIAL PLANNER™ Practitioner
Santa Ana, CA, US
Dan Romero
General Manager
San Jose, CA, US
Dan Romero
Assistant Facilities Manager, CBRE @ Meta
New York, NY, US
Dan Romero
Revenue Cycle Manager
Ocala, FL, US
Top Romero Wealth Management, Inc. Employees
Dan Romero
CERTIFIED FINANCIAL PLANNER™ Practitioner
Santa Ana, CA, US
Jason Martinez
Financial Advisor, Retirement Plan Specialist
Orange, CA, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co