Dan Romero Email & Phone Number

CERTIFIED FINANCIAL PLANNER™ Practitioner @ Romero Wealth Management, Inc.

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Dan Romero's Location

Santa Ana, CA, US

Dan Romero's 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 (Sociology)
1994 - 1997

Santa Ana College
AA - Liberal Arts
1991 - 1994

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Dan Romero's Skills

Strategic Financial Planning
Wealth Management Services
Group Insurance

Personal Finance
Wealth
Fiduciary
Retirement
401k
Retirement Planning
Estate Planning

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Dan Romero's Summary

Dan Romero, based in Santa Ana, CA, US, is currently a CERTIFIED FINANCIAL PLANNER™ Practitioner at Romero Wealth Management, Inc.. 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 Management Services, Group Insurance, Personal Finance, Wealth and more, Dan Romero contributes valuable insights to the industry. Dan Romero has 3 emails on RocketReach.

Dan Romero Email Address

Found 3 email address listings:

Dan Romero Phone Number

Found 3 phone numbers:

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