Romero Wealth Management, Inc. 2520 North Santiago Boulevard, Orange, CA 92867

Romero Wealth Management, Inc. is a prestigious finance, health, and insurance agency located at 2520 North Santiago Boulevard in Orange, California, United States. Recognized as one of Forbes Best-In-State Wealth Advisors from 2018 to 2022, Daniel Romero, CFP®, has also been acknowledged as a top wealth advisor by Forbes and LPL Financial. Additionally, he has been recognized by the Financial Times as a top retirement plan advisor and is certified by the Centre for Fiduciary Excellence, LLC (CEFEX).

At Romero Wealth Management, Inc., we prioritize understanding our clients to create tailored investment portfolios based on their needs and risk tolerance. Our holistic approach to personal wealth management allows us to identify how different components interact and address any threats to overall financial wellness. We specialize in helping plan sponsors navigate the complexities of 401(k) plan administration and ensure compliance.

If you are seeking a trusted financial advisor, schedule a consultation with us to see if we are the right fit for you. With a focus on fiduciary best practices and a commitment to excellence, Romero Wealth Management, Inc. is dedicated to helping clients achieve their financial goals. Daniel Romero is a registered representative with LPL Financial and holds the CFP® certification. Visit our office in Orange, CA, or check our background on FINRA’s BrokerCheck for more information.