Louis Romero
Louis Romero
Louis Romero is a San Franciscan who has been working in Financial Services since 2006. With a focus on Retirement Planning, he started his career in Boston and then moved back to San Francisco in 2009. Since then, he has expanded his focus to Comprehensive Financial Planning, which includes Estate, Investment, Tax, and Risk Planning, apart from Retirement Planning. He offers a variety of financial solutions and investment services to help individuals and business owners develop and pursue their financial objectives. Louis strongly believes in educating his clients to help them gain a better understanding of financial concepts and make informed decisions. He is a skilled professional in the financial industry and his goal is to help his clients achieve financial freedom.
Louis Romero studied at San Francisco State University and earned a Bachelor of Arts (BA) in Liberal Arts and Sciences/Liberal Studies. He also studied at Junipero Serra High School, where he earned his Diploma.
Louis has worked in many financial institutions, including Lincoln Financial Advisors, MassMutual Pacific, MetLife Premier Client Group of the Pacific, Waddell & Reed, and AXA Investment Managers. Before working in Financial Services, he was a Supervisor at UPS.
Keywords: financial planner, retirement planning, comprehensive financial planning, investment services, financial solutions, financial concepts, business owners, San Francisco State University, Investment Advisor Representative, MetLife, AXA Investment Managers, Lincoln Financial Advisors, MassMutual Pacific, Waddell & Reed, UPS.