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.
20 plus years of experience specializing in installment, personal, and business loans.
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We promote the disciplined, focused, and systematic management of capital.
With over 16 years of experience in the finance industry helping business owners grow and expand their businesses, we created Fidelity Pandemic Relief Services as a dedicated resource to help facilitate the process of securing your government funded relief loan.
First American Trust provides professional asset management and trust services for successful individuals, families, corporations, pension plans, endowments and foundations. Our offerings are based on a philosophy that emphasizes sound portfolio construction, service, value and stability. Personalized dedication to you, strong investment returns and uncompromising commitment to quality are just some of the attributes that separate First American Trust from other financial institutions. Contact one of our Financial Advisors to experience the First American Trust difference.
