Reed Romo

Financial Advisor

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Multigenerational financial services.

Wealth management for you and your loved ones.

Check the background of this investment professional on FINRA’s BrokerCheck.

Reed Romo

Financial Advisor

Handshake

Multigenerational financial services.

Wealth management for you and your loved ones.

About

With a deep-seated dedication to guiding individuals toward financial success, Reed provides comprehensive financial advice. Reed grew up around wealth management and is a second-generation financial advisor within his family. He prides himself on helping families build generational wealth.

Originally from Laguna Niguel, Reed now resides in San Diego. He graduated from the University of California, Santa Barbara with a degree in sociology. Reed believes financial planning is one of the most useful tools for discipline surrounding behavioral finance. His hobbies include golf, basketball, and traveling with family.

Reed is passionate about working with his alumni community. He cares about academics and has several niche markets he works with the most. Reed’s mother taught elementary school and he believes providing financial education to our educators is a valuable way to take care of those who have dedicated themselves to taking care of us.

Reed also has family in tech. He offers essential financial planning services to technology professionals which include goal tracking, Monte Carlo stress testing, and cash flow projections. San Diego is one of the fastest growing job markets for technology and having financial advisors that understand this entrepreneurial space is key.

According to the Bureau of Labor Statistics, California is one of the top five states for pharmaceutical sales. Reed has found retirement asset consolidation to be a popular topic of conversation in this community. His cousin has worked in this space for over half a decade and says it can be very normal to move companies. Reed’s goal is to make keeping track of your retirement funds simple for individuals who have moved companies.

Services

  • Education funding – 529 plans
  • Advice for educators – 403(b)
  • Portfolio management
  • Retirement solutions
  • Income protections
  • Financial planning
  • Insurance
  • Disability insurance

Advisor team

Grace B. Torres Kilpatrick
Grace B. Torres Kilpatrick

Financial Advisor, CEPA®

North Star specialist team

Michael Sejbl
Michael Sejbl

Property and Casualty Consultant

Max Miller
Max Miller

Disability Insurance Consultant

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Jayna Emerson
Jayna Emerson

Client Services Administrator

Contact

    San Diego

    Ten Governor
    5075 Shoreham Pl, Suite 260
    San Diego, CA 92122

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    Investment advisor representative of Cetera Advisor Networks, LLC.