How We’re Different

Why Karl Romero is differentAt Karl H. Romero and Associates, Inc. our proactive investment approach means we are vigilant in monitoring the ever-changing – and increasingly complex — economic and investment climate, adapting our investment strategies when it’s prudent to do so.

Like us, each of our clients is different. We use an individualized approach to helping each client reach and maintain financial independence – based upon their own definition of the word. As a client, you benefit from a personal working relationship with our firm’s principal, Karl H. Romero, an investment professional with a track record of over 40 years as a financial advisor.

As always, our unwavering commitment to our clients’ best interests is at the core of each investment recommendation we make.

We bring transparency to the process by providing our clients with access to easy-to-use web-based tools to track their investment accounts; click here to learn more. Plus, we offer a steady flow of market news and other resources to help clients stay abreast of the investment environment.

Our Mission:We are committed to helping each client attain and maintain financial independence.