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June 2008 - the seemingly unstoppable rise in energy prices is the biggest problem ... more May 2008 - Many parts of the economy are looking stable ... more It is our aim to make life's financial journey more straightforward for you.

Referral Source Need an Estate Attorney?  Wedding Coordinator?  Web Page Designer?  Due to the nature of our business, we have developed a vast network of contacts.   This has allowed us to put our clients, friends and associates in touch with trusted professionals in various industries.  (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) Account View View one or all of your LPL accounts You select which accounts to view. View the data for individual accounts. Or, view the data for all your LPL accounts combined. (more)

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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.