Wealth Management :: Welcome to the CERTIFIED FINANCIAL PLANNER™ Practitioner of Romero & Levin Wealth Management, Inc.

Romero & Levin Wealth Management, Inc. on Facebook

Testimonials

These are the views of a group of Daniel Romero, Greg Levin & Melissa Levin's brokerage clients. Their views may not be representative of the views of other clients and are not indicative of future performance or success. (more)

Health Insurance Quote

Health Insurance costs seem only to head up in today’s market place. We assist our clients with finding the most suitable policies for their individual or group business needs. We can help. (more)

The Family Office

A service that has historically been reserved for families with $100 million or more of assets is now available to our clients through our network base. John D. Rockefeller established the first family office in the late 1860's*. (Learn more)

*www.rocko.com - homepage for Rockefeller Foundation.

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 disclosed on this site may only discuss
securities or transact business with persons who are residents of the following states: AZ, CA, FL, GA, MN, MS, NC, OH, SC, WA

Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities & fee based asset
management through LPL Financial 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

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner,
which it awards to individuals who successfully complete initial and ongoing certification requirements.