We don’t just sell insurance
We sell peace of mind.
About the Firm
Through years of experience and a hands on approach we are able to offer superior knowledge and service to companies and their executives. Having a team of CFP’s allows us to take an overview of our clients’ situation and tailor the proper benefits accordingly. We have cultivated fantastic relationships with carriers throughout the country which ensures we bring the best rates and benefits to our clients. The benefit world changes rapidly and having a pro by your side protects your best interests. We make sure you are being looked after and are current on what you need to do as a company.
As the first point of contact for Romero & Levin Insurance Services, Greg is extremely knowledgeable in the ever-changing world of life insurance & investments. He oversees all of the large and mid-sized cases and works closely with his experienced staff on the day-to-day operations of the client requirements.
With over 15 years of experience as a CFP® Greg uses his analytical skills and creative solutions that are a cut above the rest. Having built close relationships with the top insurance companies, Greg is able to shop multiple carries and bring the best prices and benefit options to his clients. Greg’s core values are honesty, integrity and promptness, which have garnered industry-wide respect and raving reviews from his clients.
Daniel Romero has been in the financial services industry since 1996; private practice since 1998. Daniel proudly holds the certificate of CFP® (Certified Financial Planer™) validating his credibility with the Board’s education, examination and experience requirements, and commitment to adhere to high standards of ethical conduct. Mr. Romero also holds the Certified Fund Specialist designation, conferred by the Institute of Business and Finance. Daniel is a licensed life, health, variable annuity and long term care insurance agent. He is our primary professional for financial planning and asset management.
Daniel graduated from the University of California, Los Angeles. He is also a member of the Society of Financial Service Professionals. Service and community play an important roll in Daniel’s life as well, as he is an active member in Toastmasters & other community organizations.
Head of Large Group Operations. Amber has been in the insurance industry for over 12 years and her dedication to service is truly second to none. Our clients rely on her expertise and appreciate her warm manner.
Operations Manager. Ann has been in the investment and insurance business for over 25 years. She brings incredible management & personal expertise to our clients, and is extremely well versed in all aspects of the business.
Head of Front Desk Staff. Heather's friendly demeanor and welcoming voice is the one our clients hear first and we are happy to have her on our team.
MBA & CFA. Jason is our brilliant analyst on all things technical- from detailed spreadsheets to complex formulas, Jason is second to none.
Client Relationship Manager. Becky is the Client Relationship Manager for the life, disability, and long term care side of the firm. Her job is to serve as the liaison between the client and the insurance carriers to take care of the backend logistics and ensure policies are set in place. With 12 years experience, Becky is devoted to making sure our client's needs are met and their lives are made as easy as possible.