Home

About Us

	Our Mission Statement
	Our Associates
	Our Location
	Affiliated Offices
	Our Firm
	Our Services
	Our Qualifications
	Health Care Reform
	Tell A Friend

Learning Center

	Articles
	Calculators
	Newsletters
	Glossary
	Tax Library

Market Watch

	Detailed Quote
	Symbol Lookup
	Multi Quote
	Markets at a Glance
	Charting
	Portfolio

Articles

Eighty percent of Americans agree they would benefit from having basic financial education and information.¹
¹ The 2009 Consumer Financial Literacy Survey, Harris Interactive, Inc., 2009

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Richard G. Romero, J.D.* and David K. Romero are licensed in California to offer life insurance (including variable life), annuities (including variable annuities), and securities registered in California.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Richard G. Romero, J.D.* and David K. Romero may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if (s)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, J.D.* and David K. 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 advisor, BD agent or IA representative or any financial institution (s)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) and Principal Life Insurance Company; Des Moines, IA 50392. Securities offered through Princor Financial Services Corporation, member SIPC, 800-247-1737. Principal National, Principal Life and Princor® are members of the Principal Financial Group, Des Moines, IA 50392. Richard G. Romero, J.D.* and David K. Romero are Princor Registered Representatives and Financial Representatives of Principal National and Principal Life.

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

*JD is an educational degree and the holder does not provide legal services on behalf of the companies of the Principal Financial Group®.

Romero Financial & Insurance Services

Articles

Estates & Trusts

Retirement

Tax Planning

Investing

Cash Management

Risk Management