Louis A. Romero III | Financial Planner | Sagemark Consulting

CONNECT

Address:

44 Montgomery Street, Suite 2950
San Francisco, CA 94104

Phone:

(415) 229-3125

Fax/Other:

(415) 263-1328

CA Insurance License No: 0G57230

My Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 


  • Tax management strategies
  • Investment management
  • Retirement strategies
  • Estate conservation
  • Insurance and annuity products


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