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

April 2, 2009 - Are Recovery Efforts Showing Results?
February 19, 2009 - Financial Stability Plan: Not Clear Yet

It is our aim to make life's financial journey more straightforward for you.

Dan's Restaurant Reviews

Recent reviews by D R.

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Click on the recent reviews link above for some good feedback on restaurants I've visited!

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)

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Romero and Levin Wealth Management, Inc.'s Facebook Page

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