DRomero

David Romero, Certified Estate Planner

Regional Vice President

BIOGRAPHY

David Romero is a seasoned investment professional that specializes in all areas of financial and estate strategies and asset allocation. With over two decades of experience, David has focused on helping his clients address their specific financial goals and objectives while being a leader and mentor for those that embody the same dedication in fiduciary guidance.

David holds his Series 7 and 63 securities registrations through LPL Financial, and his series 65 registration through LPL Financial and Householder Group Estate and Retirement Specialists, LLC. He is also licensed through the state of Arizona for life insurance, health, and disability. With David’s considerable experience, education, and training, he is able to develop comprehensive financial strategies that often include distribution plans for retirement, hands-on investment management strategies, tax planning, business analysis, as well as estate and risk management strategies.

David has partnered with Householder Group because they share his dedication to the same goals and objectives he believes are necessary to achieve successful outcomes for his clients with integrity and transparency. Like Householder Group, David’s focus is on developing and implementing tax strategies and estate-planning techniques endeavoring to reduce income and estate taxes for his clients. In addition, David is able to leverage the availability of sophisticated investment strategies that enable him to focus on capital preservation and multi-generational wealth preparation for his clients. He has the experience, education, and vital tools to help his clients design and implement a strategic plan to pursue their individual financial goals.

He is a native New Mexican who has proudly called the Phoenix Valley his home for the last 18 years. It’s perfect for taking advantage of the sunshine and great weather to play a round golf. “America’s favorite past time” just so happens to also be David’s. He has spent over 25 years on a baseball diamond, even playing at the collegiate level. David and his beautiful wife, Jennifer, also enjoy leaving the city behind to relish in nature’s beauty and challenge themselves on camping and hiking excursions.

We don’t represent a group of investment products, we represent you.


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CONTACT

8985 E. Bell Road
Scottsdale, AZ 85260

Phone: 480-556-9600 ext. 244
Fax: 480-556-9800