Karl H Romero & Associates

read moreDaniel Romero has been in the financial services industry since 1996; private practice since 1998. Daniel proudly holds the certificate of CFP. CERTIFIED FINANCIAL PLANNER certificants are individuals who have met CFP Board's education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board's biennial certification requirements, including continuing education. He is our primary professional for financial planning and asset management.

read moreThe pace and complexity of managing modern finances leaves many people unprepared to achieve a successful financial future. If you are feeling less than confident about your future, having a well-prepared financial plan will help put you in control. Financial planning pulls all your finances together, organizing them and making management easier and more effective. The more you understand and better manage your wealth, the more likely you are to achieve your goals and dreams. The key to creating a successful financial plan is ensuring that it covers your current and future financial needs.

read moreIn today's increasingly complex marketplace, successful investing requires discipline, know-how, systematic analysis and constant vigilance. You need to have a financial advisor committed to helping you plan for your long-term investment goals. By working with a fee-based advisor, you have the assurance of knowing our goals are the same as your goals - the long-term growth of your assets. Together we will map out a plan that's tailored to your risk tolerance and time horizon. Your assets will be allocated carefully and monitored regularly, taking advantage of comprehensive market intelligence, research and comprehensive investment tools.