This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment as it signifies conformity to a recognized global standard of fiduciary excellence. Our process is aimed at understanding our clients to build appropriate investment portfolios for their needs and tolerance for risk.
We take a holistic view of personal wealth to identify how separate components interact and identify threats to overall financial wellness. We help plan sponsors navigate the complicated world of 401(k) plan administration and keep their plans in compliance.
We take a holistic view of personal wealth to identify how separate components interact and identify threats to overall financial wellness. We help plan sponsors navigate the complicated world of 401(k) plan administration and keep their plans in compliance.
Services
Your Team
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Daniel Romero has been in the financial services industry since 1996; private practice since 1998. Daniel proudly holds the certificate of CFP(R). 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.
Investment Management
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In 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.
Retirement & Financial Planning
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The 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.
401 k PLAN CONSULTING
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As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: just as your workers look to you for financial guidance and advice, you must adjust to a sea change in plan regulation and administration.
Gold Medal Services
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Reviewing your investments and designing a personalized portfolio appropriate to your needs. Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies. Quarterly review of your tax situation and planning to incorporate any new tax law changes. Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs.
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