Privacy Policy

The Romero Wealth Management web site enables users to obtain information about Romero Wealth Management’s services and products. Romero Wealth Management acknowledges and respects the principles of protecting your privacy of personal information. In accordance with this, we have created this statement in order to demonstrate Romero Wealth Management privacy commitment to our website users.

Information Collected through the Romero Wealth Management Web Site

When visiting this website, Romero Wealth Management may request personally identifiable information to provide to its visitors with a service or email, such as company newsletters and email updates. This type of information such as name, mailing address, email address, phone number, and type of request is collected and stored in utilized in a manner for purposes for which it was collected. Furthermore, we will may your IP Internet address to assist in troubleshooting problems with our servers and to administer our website.

Romero Wealth Management does not share or sell any information collected from the website to outside firms. Information collected from this site is solely for our use to help identify services that may benefit you.

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.