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Our Firm
Managing Risk and Uncertainty
People frequently overlook the role insurance plays in their over all Financial Plan. Along with protecting health, homes and automobiles, insurance can safeguard earning power, retirement income and net worth, both now and in the future.We can help you realize the advantages cost-effective insurance products provide – either on a stand-alone basis or as part of a comprehensive program. Central to our approach is consulting with experienced insurance specialists on your behalf.
What separates our firm is our passion and desire to help you pursue your goals. We have the education, resources and experience to do so. We also have the integrity, honesty and skill to help bring your goals to a realization.
Ryan Formanek
Ryan has been in the financial services industry since 2007. He assists individuals and small business owners with their Health, Life and Disability insurance needs.
University of California,
Los Angeles
BA Economics
Spring 2009
Melissa Levin , CFP
Melissa is a Certified Financial Planner™ who has been active in the insurance industry since 1998. She is the lead on all items related to Life, Long-Term Care and Disability Insurance
University of California,
Irvine
BS Mathematics
Spring 1997
Certified Financial Planner
Board of Standards
Certified Financial Planner Certificate
August 2005
Greg Levin , CFP
Greg is a Certified Financial Planner™ who has been active in the industry since 1996. He assists business owners of companies from 25-499 with their group health and benefits needs.
Certified Financial Planner
Board of Standards
Certified Financial Planner Certificate
August 2005
Daniel S. Romero , CFP
Dan is President of the firm and a Certified Financial Planner™ who has been active in the industry since 1998. His area of focus is specific to group and company benefits. He has been in the industry since 1998.
University of California,
Los Angeles
BA Sociology
Fall 1997
Certified Financial Planner
Board of Standards
Certified Financial Planner Certificate
August 2005
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