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Upcoming Events
| Who Should Attend | Current Clients & Guests |
| Time & Date | 11/17/2008 - 12noon |
| Location | KBS CMG 660 Newport Center Drive, Suite 1200 Newport Beach, CA 92660 |
| How to RSVP | Please contact Johnna Iantorno at 714 547-8787 x 121 |
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Upcoming Events
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Copyright 2007 — Romero & Levin Wealth Management— All Rights Reserved — Sitemap — Privacy
Daniel Romero, Melissa
Levin and Greg Levin are Registered Representatives with and offer Securities & fee based
asset
managemet through LPL Financial Services 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.