Louis A. Romero III | Financial Planner | Sagemark Consulting

44 Montgomery Street, Suite 2950
San Francisco, CA 94104
  • (415) 229-3135
  • (415) 263-1328

    CA Insurance License No: 0G57230


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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



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.