Orange County’s 2010 FIVE STAR Wealth Managers Announced

April 26, 2010 - PRLog -- In a consumer survey conducted in 2009*, over half of those surveyed indicated that it is difficult to find a wealth manager that is trustworthy and dependable. In this new age of stock market uncertainty, trust and dependability are a crucial quality to find in financial advisors, life insurance agents, accountants and tax advisors.

For a second year, Orange Coast Magazine has partnered with Crescendo Business Services, an independent research firm, to sort through the area’s more than 12,000 wealth managers and find the top echelon.

On receiving this prestigious accolade, Daniel Romero of Romero & Levin Wealth Management commented, “The past two years have been trying for clients and advisors alike. While recognition of this nature is welcome, it's the affirmation received through our clients that is paramount.”

The surveys asked recipients to evaluate only the wealth managers that they knew through personal experience, and to evaluate them based on customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction.

“We’ve been introduced by our clients to many people that they care about most, and those introductions validate the fact that we are meeting—or exceeding—our clients expectations,” explains Romero.

The 2010 FIVE STAR Wealth Managers list is based solely on the results from original surveys returned in specially designed envelopes, a review by the Financial Industry Regulatory Authority and finally a review by a blue-ribbon panel. The resulting list of 2010 FIVE STAR Wealth Managers represents less than 3% of the wealth managers in the Orange County area, making Daniel Romero part of an elite group of financial advisors.

Daniel Romero, a Certified Financial Planner, has been in the financial services industry since 1996 and is a member of the Society of Financial Service Professionals. He is also a registered representative of LPL Financial, America’s number one independent brokerage firm**. For more information on Dan Romero and Romero & Levin Wealth Management, visit DanRomero.com or call (714) 547-8787.


* Survey conducted by Quantitative Market Intelligence, http://www.mrktngintell.com/
**Based on total revenues, as reported in Financial Planning Magazine, June 1996-2009

Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities & fee based asset management through LPL Financial a Registered Investment Advisor and Member FINRA/SIPC. Daniel's CA Insurance Lic #:OC54180 - Melissa's CA Insurance Lic #:0C56086 - Greg's CA Insurance Lic #:0F08519