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Louis A. Romero III | Financial Planner | Sagemark Consulting

44 Montgomery Street, Suite 2950
San Francisco, CA 94104
Phone:
  • (415) 229-3125
Fax:
  • (415) 263-1328

    CA Insurance License No: 0G57230

Calculators

You can review interesting calculators on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

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Contact Us

Please feel free to contact us with any questions.

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Bringing Creative Designs Ideas to the Table in the Areas of Income, Gift, and Estate Tax Reduction and Wealth Management for My Clients


Welcome!

 

My mission is to help individuals and small business owners develop financial objectives and pursue those objectives through a variety of financial solutions and investment services that are designed to meet their present and future needs.

My goal is to educate and help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation so you can make informed decisions about issues that affect your financial well being.  Most importantly, I hope you see the value of working with a skilled professional to pursue your financial goals to help you achieve financial freedom.

I hope you find this site informative and useful.  Please contact me at 415 229-3135 or email me at Louis.RomeroIII@LFG.com if you would like more information about a particular financial product or service.

 


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck