Our Qualifications

We have been working with individuals, businesses, professional Associations, and sovereign governments in California for 40 years. Our principals are located in our San Francisco Bay Area and Sonoma County Regional offices. We have business affiliations with a number of financial and insurance services offices throughout the State of California; indeed all 50 States.

Richard G. Romero, JD* is a graduate of the University of California, as well as California State University and has extensive insurance experience and are licensed to provide insurance products and solutions.

Our practice has served as the exclusive Insurance Broker of Record for the Sonoma County Bar Association for 20 years. We are the exclusive Insurance Broker of Record providing a Disability Insurance Program for the San Francisco Paralegal Association.

We are exclusive insurance brokers in Sonoma County for the California State Bar Association’s Endorsed Disability Income and Long Term Care Program. We still maintain premium discounts for disability income and overhead expense policies marketed to the Sonoma County Medical Association, Mendocino/Lake County Foundation for Medical Care, and Health Care Foundation of San Francisco (for physicians and other qualified medical providers).

As a business specialty, Romero Financial & Insurance Services has implemented life, medical, dental, vision plans, and retirement plans for sovereign governments and their economic entities throughout California for over 15 years.


One of the benefits of working with our office is our ability to provide clear, easily understood explanations of insurance/financial products and services. The personalized program that we can provide is a roadmap to helping you work towards a more secure financial future.

We are looking forward to using our skills and experience to help you pursue your financial goals.