“The purpose of The 17th Street Journal is to get news and information out to the general public in a way that’s easy to read and easy to follow,” says Daniel Romero, CFP®, AIF®, RF™, CFS and a specialist in corporate retirement plans. “We will be using this page not just to broadcast our weekly economic, market and bond commentaries, but also post information that our clients need to be aware of.”
In order to broaden their online presence, this news page will be the hub for their social media outreach, and integrate with their Facebook, Twitter and LinkedIn profiles. In addition, they will take the most pertinent articles and send them directly to their client base via e-blasts.
"It would be difficult to find a more robust and relevant database of news and information from another financial advisor site,” says Romero. “This is not ‘cookie-cutter’
As financial advisors, the partners at Romero & Levin Wealth Management understand the importance of keeping themselves appraised of market, economic and political news that can affect their clients’ portfolios and their financial well being.
"To provide the best value I can to my clients, it’s crucial I stay appraised of the economic climate,” Romero says. “Part of my daily routine is to read the most current news and information to educate myself. It seemed logical to push the most relevant information to our clients, and The 17th Street Journal was born.”
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. Melissa Levin a Certified Financial Planner™, holds Series 6, 7, 24, 63 and 65 securities registrations through LPL Financial and is a licensed life, health, disability, variable annuity and long-term care insurance agent, as is Greg Levin. Greg is also a specialist in group health insurance. All three partners are registered representatives of LPL Financial, America’s number one independent brokerage firm**. For more information on Dan Romero, Melissa Levin, Greg Levin and Romero & Levin Wealth Management, visit www.romerowm.com or call (714) 547-8787.
**Based on total revenues, as reported in Financial Planning Magazine, June 1996-2012