Welcome to Romero Financial & Insurance Services, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal and business financial situations. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and employee benefit programs. Most important, we hope you see the value of working with financial professionals to pursue your financial goals. We are here to help educate you about the basic concepts of insurance and financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add Romero Financial & Insurance Services to your list of "favorites" in your Internet browser. We frequently update our information, and we would not want you to miss any developments in the area of insurance and financial strategies. |
Romero Financial & Insurance Services |
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Knowing your likely life expectancy is an important factor in making long-term financial plans. This calculator can help you estimate your annual federal income tax liability. How much life insurance would you need to produce a sufficient income stream for your family? A balance sheet summarizes your assets and liabilities and reveals your net worth. |
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6942 Cliff Ave.
Phone: (707) 875-3712
rromero @romeroinsurance.com |
*JD is an educational degree and the holder does not provide legal services on behalf of the companies of the Principal Financial Group®.
Richard G. Romero is licensed in California (Ins. Lic. #0467064) to offer life, disability, health and fixed annuities products.
David K. Romero is licensed in California (Ins. Lic. #0D79778) to offer life, disability and health insurance products.
This site is not a solicitation of interest in any of these products in any other state.
IMPORTANT CONSUMER INFORMATION: Richard G. Romero may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Richard G. Romero that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.
Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Principal National, Principal Life and the Preferred Product Network are members of the Principal Financial Group®, Des Moines, IA 50392. Richard G. Romero, Principal National and Principal Life Financial Representative. Romero Financial & Insurance Services and David K. Romero are not affiliates of any company of the Principal Financial Group®.
Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number is 71161.