Dave Romero

Senior Financial Analyst

David H. Romero, C.L.U, C.R.P.S, has spent over 40 years honing his skills and expertise in the financial services space. Following his graduation from the University of Southern California, Dave has worked extensively in employee benefits, executive planning, disability, annuities, long-term care and retirement planning. Assisting his clients, both individual and corporate, in establishing, maintaining and expanding their benefits as well as protecting their financial futures is Dave’s key goal.

His first step is always to listen carefully to client needs and goals in order to develop the right strategies for success. By creating simple actionable steps, clients can achieve the most favorable outcome. Dave recognizes that many government employees have distinct needs and challenges and seeks to empower agency employees with the knowledge and path for success.

Dave holds the Chartered Life Underwriter and Chartered Retirement Plan Specialist designations and is licensed in Arizona, California, New Mexico, Maryland, Michigan, Nebraska, Nevada, North Carolina, New York and Texas.

Dave Romero

Senior Financial Analyst

David H. Romero, C.L.U, C.R.P.S, has spent over 40 years honing his skills and expertise in the financial services space. Following his graduation from the University of Southern California, Dave has worked extensively in employee benefits, executive planning, disability, annuities, long-term care and retirement planning. Assisting his clients, both individual and corporate, in establishing, maintaining and expanding their benefits as well as protecting their financial futures is Dave’s key goal.

His first step is always to listen carefully to client needs and goals in order to develop the right strategies for success. By creating simple actionable steps, clients can achieve the most favorable outcome. Dave recognizes that many government employees have distinct needs and challenges and seeks to empower agency employees with the knowledge and path for success.

Dave holds the Chartered Life Underwriter and Chartered Retirement Plan Specialist designations and is licensed in Arizona, California, New Mexico, Maryland, Michigan, Nebraska, Nevada, North Carolina, New York and Texas.