RomeroWM.com's Melissa Levin Wins LPL Financial’s Coveted 2010 Insurance Champion Award

Orange County native Melissa Levin has been awarded the title of “LPL Financial 2010 Insurance Champion”, marking her as one of the top successful insurance agents in the nation for this year.
By: Either/Or Media
 
 
Melissa Levin, CFP LPL Insurance Champion 2009
Melissa Levin, CFP LPL Insurance Champion 2009
 
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Life Insurance
Orange County
Lpl
Melissa Levin
Lpl Financial
Lpl Insurance Associates
Insurance Champion
Cfp

Industrys:
Finance
Insurance

Location:
Santa Ana - California - US

Aug. 4, 2010 - PRLog -- Over 2,500 LPL Financial Advisors nationwide were in the running for this prestigious annual title, which merits the few insurance agents and advisors who successfully closed life or long-term care insurance cases with LPL Financial’s insurance agency.  With hard work and an esteemed track record, Melissa Levin landed herself in the prominent top 40 of this pool for 2010.  

LPL Financial notified Levin in February 2010 through a phone call and a letter that congratulated her on her achievement of an impressive insurance sales production with LPL Insurance Associates in 2009.  LPL Financial also extended to Levin an invitation to an exclusive insurance conference held in Sonoma, California, where she was honored at a special recognition dinner held for the winners. The conference also featured keynote speakers hailing from the nation’s most esteemed insurance and financial associates, such as Pacific Life and the Wall Street Journal.  Levin had the opportunity to network with top industry experts, other LPL Insurance Champions and many top insurance professionals from all around the country while enjoying the perks of the beautiful vineyards and surroundings.  

“The exposure and the opportunities that I had while meeting other industry professionals will help me gain further insight into the industry,” says Levin of this, her latest achievement. “It should allow me to extend my services and help more individuals in strategically managing their personal wealth.”

Levin is a CERTIFIED FINANCIAL PLANNER™ Practitioner who has excelled in this industry since 1998.  Graduating from University of California Irvine with bachelors in Mathematics with an emphasis in statistics, Levin then became an insurance specialist focusing on lifelong care disability.  She and her brother Daniel Romero, another CERTIFIED FINANCIAL PLANNER™ Practitioner, then combined their independent practices together to found Romero Wealth Management Inc. in Santa Ana, California.  Levin’s skills add an additional dimension to the company, as she helps clients focus their planning on current and future needs, and is the primary professional for wealth protection, including estate planning and business succession planning. Aside from wealth management, Levin also focuses the majority of her work on helping clients with life, long-term care and disability insurance policies.  In 2007, Melissa wed wealth manager Greg Levin, who also joined the firm and transitioning to Romero & Levin Wealth Management, Inc.  For more information about Melissa Levin and Romero & Levin Wealth Management, visit RomeroWM.com or call (714) 547-8787.

For more information on LPL Financial and their role as one of nation’s leading providers of financial advising services, visit http://LPLFinancial.LPL.com
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Phone:714-547-8787
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Tags:Life Insurance, Orange County, Lpl, Melissa Levin, Lpl Financial, Lpl Insurance Associates, Insurance Champion, Cfp
Industry:Finance, Insurance
Location:Santa Ana - California - United States
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Page Updated Last on: Aug 04, 2010



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