Romero Insurance & Financial Services
About
Our goal is to always spend more time listening to what is important for our clients. Together we then implement strategies to achieve your goals.
In business for 28 years. I am a CFP and CLU.
I really enjoy educating my clients. Most come in and can't explain the products they own, that is a nightmare and a shame on the industry.
I also enjoy watching financial stress disappear.
Highlights
Photos and videos
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Frequently asked questions
What is your typical process for working with a new customer?
1st session is all about the client wants and their goals.
What education and/or training do you have that relates to your work?
CFP and CLU designations. Active in NAIFA since 1992.
Do you have a standard pricing system for your services? If so, please share the details here.
I do not charge for planning services. If you implement a plan I am compensated on a fee basis for investment accounts.
How did you get started in this business?
I originally got in the financial services business with Prudential Financial in 1991 and became an independent advisor in 2012.
What types of customers have you worked with?
I have a variety of clients. Some are in their 30's while others are just now retiring. I also have business clients that require help with succession planning.
Describe a recent event you are fond of.
Working with an out of state client planning to retire in 5 years. They just could not believe the planning we provided.
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure they do more than want to acquire more assets to manage.
We do holistic planning.
What questions should customers think through before talking to pros about their needs?
What to you want to see in your future.