Posts per category

401k - Employee Education & Communication

401k - Fiduciary Oversight

401k - Investment Due Diligence

401k - Non-Qualified Deferred Compensation

401k - Plan Level Benchmarking

401k - Plan Level Design

401k - Your Issues

Group - Cobra Administration

Group - Human Resources Benefits

Group - Identity Theft

Group Benefits - Supplemental Insurance

Group Dental Insurance

Group Health Insurance

Group Vision Insurance

Individual - Asset Management

Individual - Business Planning

Individual - Charitable Planning

Individual - College Planning

Individual - Financial Planning

Individual - Insurance - Disability

Individual - Insurance - Health

Individual - Insurance - Life

Individual - Insurance - Long-Term Care

Individual - Insurance - Medicare

Individual - Retirement Distribution Planning

Individual - Trust Planning

Investment Related


News - Bond Market

News - Bond Market Perspectives

News - Current Conditions

News - Current Conditions Index

News - Economy

News - Market

News - Weekly Economic Commentary

News - Weekly Market Commentary

Our Firm - Company Story

Our Firm - Daniel S. Romero

Our Firm - Greg Levin

Our Firm - LPL Financial

Our Firm - Melissa Levin

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, CT, FL, GA, ID, IL, IN, MN, MS, NE, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, & 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.