Jorge Romero
714.848.2159
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Meet my team
About me
My experience in the financial services industry began in 2004 as a Wealth Management Advisor, and it is my pleasure to serve the financial needs of people in the Orange and Los Angeles Counties. I am also fluent in Spanish. California Insurance License #0E33513.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I spend my time volunteering with the Humane Society, and in my free time, I enjoy golfing, gardening and spending time with my family and pets.
Area of focus
Investment Planning
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Executive/Trustee Planning
Legacy Planning
Goals Based Wealth Management
My Offices
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.
Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Credit products offered by U.S. Bank National Association and subject to normal credit approval. Private banking and personal trust products and services are provided by U.S. Bank.