David Romero Location
- Shreveport, LA, US
David Romero Work
- 2002 - now General Agent and Investment Advisor Rep. @
- 1997 - now General Agent and CEO @ Executive Financial Group, Inc.
- 1987 - 1997 District General Manager @
David Romero Skills
- Chartered Financial Consultant
- Personal Financial Planning
- Alternative Investments
- Financial Analysis
- Roth IRAs
- Portfolio Management
- Investment Management
- Retirement Income Strategies
- Investment Strategies
- Financial Advisory
- 401(k) Rollovers
- Investment Advisory
- Wealth Management
- Estate Planning
- Retirement
- Retirement Planning
- Strategic Financial Planning
- 401k
- Life Insurance
- Term Life Insurance
- Insurance
- IRAs
- Long-term Care
- Health Insurance
- Disability Insurance
- Fixed Annuities
- Microsoft Excel
- Securities
- Microsoft Office
- Business Development
- Investments
- Financial Services
- Long Term Care
- Tax
David Romero Summary
- David Romero, based in Shreveport, LA, US, is currently a General Agent and CEO at Executive Financial Group, Inc.. David Romero brings experience from previous roles at Ameritas and Prudential Financial. With a robust skill set that includes Chartered Financial Consultant, Personal Financial Planning, Alternative Investments, Financial Analysis, Roth IRAs and more. David Romero has 2 emails and 2 mobile phone numbers on RocketReach.
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