Company Story

Company StorySignificant wealth creates exciting possibilities. The fruits of your labor can provide an enduring legacy for your children and grandchildren. Charitable giving has the potential to enrich the lives of others outside your family. Financial freedom can allow you to pursue personal interests, while living comfortably the rest of your life.

Unfortunately, without proper planning, you may not fully realize your vision for the future. Managing substantial wealth to help achieve your financial and personal goals is a complex undertaking. Income, investment and estate laws change constantly.

Successfully navigating the challenges of wealth management requires professional advice. If your net worth is sizeable, it is essential that you partner with a trusted financial Professional. At Romero & Levin Wealth Management, Inc., we work together so you can incorporate every aspect of your financial future into a comprehensive plan.

My sister Melissa and I brought our respective independent practices together in January of 2005 to form Romero Wealth Management, Inc (since changed to Romero & Levin). While we are both CERTIFIED FINANCIAL PLANNER™ Practitioners, we have split our responsibilities. I assist clients with their retirement and investment planning while Melissa focuses on estate and succession planning. We transact our business through LPL Financial LLC, an independent broker dealer. You will discover through the course of your research that LPL Financial LLC is amongst the industry leaders in our business.

We understand the aforementioned qualifications are merely a ticket into the door. What separates our firm is our passion and desire to help you pursue your goals. We have the education, resources and experience to do so. We also have the integrity, honesty and skill to help bring your goals to a realization.

Daniel S. Romero, CFP®, AIF®, CFS
Romero & Levin Wealth Management, Inc.

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, CO, HI, IL, IN, MN, MS, NC, NY, OH, SC, TX, & WA

Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities, financial planning & 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

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.