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Louis Romero III, CRPC®
Bringing Creative Design Ideas to the Table in the Areas of Income, Gift, Estate Tax Reduction and Wealth Creation
Louis Romero III, CRPC®, is a seasoned Financial Planner currently affiliated with the Acord and Fong Group, having joined in 2018. With a career in the financial services industry that began in 2006, he has developed a strong focus on comprehensive financial planning, which encompasses estate, investment, tax, risk management, and retirement strategies. His work primarily serves health care facilities and hospitals across Napa, Santa Rosa, and the greater Bay Area and Peninsula.123
Professional Background::
- Experience: Louis started his career in Boston and later moved back to the San Francisco area in 2009. He is actively pursuing his Certified Financial Planner (CFP) certification to enhance his expertise further.1
- Certifications: He holds the Chartered Retirement Planning Counselor (CRPC®) designation, indicating specialized knowledge in retirement planning.13
Community Engagement:: Louis values the relationships built through financial planning and enjoys the community aspect of his work. He is committed to understanding each client's unique financial needs to provide tailored solutions.12
For more information on his professional background, you can find him on LinkedIn under the username louisromeroiii.
