Daniel I. Romero
Creative Financial Strategies Group
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Financial Representative
Offering advice since: 1975
Areas of expertise:
- Annuities
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about Daniel I. Romero:
Creative Financial is a relationship-based financial planning firm recognized by their individual and corporate clients for quality advice, effective implementation, and superior service. Dedicated to the highest ethical standards, Creative Financial provides comprehensive financial and insurance services. We help our client's security and independence. We focus on building long-term relationships founded on a mutual trust and respect.
Daniel and his team specialize in working with individuals and local businesses, helping them in areas such as retirement planning, estate planning, college funding, insurance, investments, professional money management, asset allocation, and executive planning. He meets with his clients to review their current financial situation and discusses long and short-term objectives. He and his team will then analyze the information, determine which strategies will work best for their situation, and tailor a plan specifically to help meet their financial needs and goals. Finally, after the plan is implemented, he will meet with them on a regular basis to uncover any changing needs they may have and to adjust their plan accordingly.
Compensation and Fee Structures:
Not specified
Licenses, Certifications & Affiliations:
Series 6,63,7,65
Education:
Bachelors of Science, University of New Mexico- Robert O. Anderson School of Management
Will provide references upon request?
Yes
Contact Information for Daniel I. Romero
Phone: (505) 796-1000
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Fax: (505) 262-1606
Address for Daniel I. Romero:
5051 Journal Center Blvd
Suite 300
Albuquerque, NM, 87109
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