David H. Romero, C.L.U, C.R.P.S, has spent over 40 years honing his skills and expertise in the financial services space. Following his graduation from the University of Southern California, Dave has worked extensively in employee benefits, executive planning, disability, annuities, long-term care and retirement planning. Assisting his clients, both individual and corporate, in establishing, maintaining and expanding their benefits as well as protecting their financial futures is Dave’s key goal.
Dave Romero
Senior Financial Analyst
His first step is always to listen carefully to client needs and goals in order to develop the right strategies for success. By creating simple actionable steps, clients can achieve the most favorable outcome. Dave recognizes that many government employees have distinct needs and challenges and seeks to empower agency employees with the knowledge and path for success.
Dave holds the Chartered Life Underwriter and Chartered Retirement Plan Specialist designations and is licensed in Arizona, California, New Mexico, Maryland, Michigan, Nebraska, Nevada, North Carolina, New York and Texas.
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How We Can Help
Our process starts with an online free benefits consultation that helps us to break down your unique situation and financial objectives. Once we know your goals, we can use our tools, resources and experience to design a plan to give you income for life. Government employees have exclusive benefits that can help them. But unfortunately, far too often our clients have no idea where they stand with their accounts, or when they might be able to retire. Overloaded HR departments are often unable to provide sufficient financial information. At Government Employee Wealth Advisors, we fight against the lack of education and create a custom plan that suits your needs.
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The information provided herein is the exclusive property of Government Employee Wealth Advisors, a DBA of Nautica Asset Management LLC. This material has been prepared for educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.
Helping government employees choose benefits, improve their financial futures, and retire successfully.
480 N Canton Center Rd. #87919 • Canton, MI 48188 • Phone: (734) 388-0044
