Romero & Levin Wealth Management, Inc, based in Santa Ana, CA, offers a range of financial services including investment management, retirement financial planning, and 401k plan consulting. The firm is recognized for its expertise, with founder Daniel Romero being honored as a top wealth advisor by Forbes and a top financial advisor by LPL Financial.
With a focus on understanding clients' needs and risk tolerance, Romero & Levin Wealth Management takes a holistic approach to personal wealth management, helping clients navigate the complexities of investment portfolios and retirement planning. Certified by the Centre for Fiduciary Excellence, the firm adheres to fiduciary best practices, ensuring clients receive expert guidance in achieving their financial goals.
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