Romero & Levin Wealth Mgmt.
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LPL Financial Outlook 2012 - Dan Romero CFP, Financial Planner
romerolpl
56 views
714 | 547 | 8787 *** www.RomeroWM.com
Dan Romero CFP®, AIF®, CFS
While the last few years have been highlighted with record swings in market returns and widely oscillat...
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EMPLOYERS: Are You Getting The Most Out Of Your 401K - Dan Romero, Romero & Levin LPL Financial
romerolpl
155 views
714 | 547 | 8787 *** www.RomeroWM.com
Dan Romero CFP®, AIF®, CFS
Most people don't even know what a Fiduciary is, let alone what their responsibilities are.
In the c...
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The Importance of Retirement Income Planning
romerolpl
36 views
714 | 547 | 8787 *** www.RomeroWM.com
Dan Romero CFP®, AIF®, CFS
No information provided on this site is intended to constitute an offer to sell or a solicitation of an...
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Irvine Employers- ARE YOU GETTING THE MOST OUT OF YOUR 401K?
romerolpl
121 views
714 | 547 | 8787 *** www.RomeroWM.com
Dan Romero CFP®, AIF®, CFS
Most people don't even know what a Fiduciary is, let alone what their responsibilities are.
In the c...
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Orange County Employers - ARE YOU GETTING THE MOST OUT OF YOUR 401K?
romerolpl
72 views
714 | 547 | 8787 *** www.RomeroWM.com
Dan Romero CFP®, AIF®, CFS
Most people don't even know what a Fiduciary is, let alone what their responsibilities are.
In the c...
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LPL Financial's Retirement Partners 2011 Retirement Symposium
romerolpl
211 views
Daniel S. Romero, CFP, AIF, CFS in Arizona for LPL Financial's Retirement Partners 2011 Retirement Symposium. Guests include:
* Adeline Wong (VP, Retirement Partners at L...
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Daniel Romero CFP & Fred Barstein of TRAU discussing C(K)P Designation
romerolpl
73 views
Daniel S. Romero, CFP, AIF, CFS in Arizona for LPL Financial's Retirement Partners 2011 Retirement Symposium. He had a moment to speak with Fred Barstein Founder & Executi...
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Corp Bonds, Government Bonds or Treasury Bills
romerolpl
215 views
Disclosure - Government bonds and Treasury Bills are guaranteed by the US Government as to the timely payment of principal and interest and, if held to maturity, offer a fi...
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Romero & Levin's Video Debut...
romerolpl
136 views
I recently had the opportunity to attend Entrepreneur Magazine's "Winning Strategies" seminar in Long Beach, CA. The keynote speaker was Ivan Misner of BNI. One of the pr...
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Remember when you were a kid? Things were simple. Life was good.
romerolpl
1,901 views
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offer...
About Romero & Levin Wealth Mgmt.
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security,
nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be
unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial LLC disclosed on this site may only discuss
securities or transact business with persons who are residents of the following states: AZ, CA, CO, HI, MN, MS, NC, NY, OH, SC, TX, & WA.
Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities & fee based asset
management through LPL Financial LLC a Registered Investment Advisor and Member FINRA/SIPC.
Daniel's CA Insurance Lic #:OC54180 - Melissa's CA Insurance Lic #:0C56086 - Greg's CA Insurance Lic #:0F08519
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security,
nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicita...
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