The Importance of Emergency Savings.

Did you know that most financial experts recommend setting aside enough money to cover three to six months’ worth of expenses in the event of a major financial surprise? That’s because a well-funded emergency account has the potential to get you through tough times without the need to spend other savings, such as assets earmarked […]

Are You Prepared to Retire?

Retirement used to conjure up images of lazy days spent in a rocking chair. Today’s retirement is very different. You might plan to open a business of your own. Or perhaps you’ll return to school for that degree you never had the chance to complete. So what does this redefined retirement mean to you? There […]

Naming Beneficiaries: What You Need to Know

A major issue in estate planning is whom to name as beneficiaries on life insurance policies, pension plan accounts, IRAs, and annuities. This important decision often doesn’t take into account the substantial estate and income tax consequences the beneficiary may incur. So before you name a beneficiary, you may wish to gain a basic understanding […]

Daniel S. Romero Recognized by Financial Times as a Top Retirement Plan Advisor

San Diego, CA – June 8, 2015—Daniel S. Romero of Romero & Levin Wealth Management, Inc., in Santa Ana, CA, was recently named to the 2015 Financial Times Top 401 Retirement Plan Advisors list. Mr. Romero is affiliated with LPL Financial LLC, the nation’s largest independent broker/dealer,* an RIA custodian, and a wholly owned subsidiary of […]

Economic Update

Many of us are spending our Saturdays out in the yard, helping our lawns bounce back from a tough winter. As the brown patches and bare spots that are reminders of colder days fade, our lawns’ roots are showing underlying strength. It’s heartening to see the new growth and greenery now emerging, just as we […]

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.