Home

About Us

	Our Mission Statement
	Our Associates
	Our Location
	Affiliated Offices
	Our Firm
	Our Services
	Our Qualifications
	Health Care Reform
	Free California Rx Discount Card
	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

Our Firm

Founded in 1973, Romero Financial & Insurance Services is a financial services practice committed to helping people pursue their insurance and investment goals. We offer a wide range of financial products and services to individuals, business owners, and Associations. Our firm is a family-owned entrepreneurship which maintains a refreshing and unique philosophy of consumerism, personableness, ethics, and advocacy.

Today the consumer is confronted with a myriad of complex insurance issues; be it evaluating new insurance products and programs or the Patient Protection and Affordable Care Act (H.R. 3590) and the Health Care and Education Reconciliation Act. Our firm has a relationship with a variety of financial services companies, as well as strategic business partnerships and affiliations, that will endeavor to respond to your questions and implement your goals.

During these challenging economic times, individuals and businesses are seeking to obtain insurance products and services that may receive discounting and can provide simplified medical underwriting and application procedures. This objective can often be realized through voluntary employer and Association-sponsored programs for individuals.

Some of our firm’s professional endorsements listed under Qualifications will perhaps provide you with credible testimony to this accomplishment.

*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 insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in California.

David K. Romero is licensed in California (Ins. Lic. #0D79778) to offer health and life 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. Securities offered through Princor Financial Services Corporation, 800/247-1737, member SIPC. Principal National, Principal Life, the Preferred Product Network and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392. Richard G. Romero, Principal National and Principal Life Financial Representative, Princor Registered 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.