From the top-down, Tellone Financial is committed to putting clients first. This is aided by the fact that they are independent, fee-only, and 100% employee-owned, meaning that solutions are based only on client needs. Tellone Financial is not swayed by commissioned products, outside shareholders, or corporate mandates. Tellone Financial strives to provide the highest level of personal service within a warm and friendly environment. You are invited to discover and experience the positive impact that our services can have on your life.
As a financial planner since 2006, I help my clients with retirement planning so they can achieve their financial goals like purchasing a home, saving for college and planning for a secure retirement. In my free time, I enjoy seeing live music and taking my family on road trip adventures to discover places we've never been. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
Wealth Management Financial Planning Retirement & Estate Planning 401k & Pension Consulting IRA rollover Business Planning Brokerage account services Life, Long-Term-Care and Disability Insurance DISCLOSURE: Third party posts on this page do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Karl H. Romero CA Insurance Lic number 0418505. Registered representative with and securities and asset management offered through LPL Financial; a Registered Investment Advisor and Member SIPC www.sipc.org *No information provided on this page is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. For a list of states in which we are registered to do business, please visit karlromero.com.
Parsonex has an office on Irvine Boulevard in Tustin, California, serving families and retirees across Orange County, including Tustin Ranch, Irvine, Santa Ana, Orange, Costa Mesa, and Newport Beach. Our Tustin team focuses on retirement planning for families. We start with where you want to go, when you want to get there, and the resources and income sources you have, then chart a course together. We help with retirement income planning, pension rollover decisions, IRA and 401(k) rollovers, traditional and Roth IRAs, Roth conversions, Social Security timing, required minimum distributions, and life insurance as part of an overall family plan. Questions we hear most often: Can I roll my pension into an IRA? What should I do with my old 401(k)? When should I claim Social Security? We answer them in plain English, built around your situation, and we put the options side by side so you can see the trade-offs. Parsonex is not a fee-only firm. Depending on the account, clients pay an advisory fee or commissions, and our Form CRS explains how we are paid. You can verify our registrations on FINRA BrokerCheck and the SEC's IAPD. A firm can earn more when money moves into accounts it manages, so ask us how we are compensated. Meetings are by appointment, at our Tustin office or by video call. Securities offered through Parsonex Securities, Inc., Member FINRA/SIPC. Advisory services offered through Parsonex Advisory Services, Inc., an SEC-registered investment adviser.
Document preparation for Student Loan Consolidations through the Department of Education for client with Federal Student Loans.
