Ismael Romero

    Focus: Insurance Strategies, Investment Strategies, Business Owners, Military, Retirement Income Planning, Financial Education, Estate Planning, Risk Management Strategies, Business Succession Planning, Group Benefits, Charitable Giving, College Funding Strategies

    Languages: English, Spanish

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Advisory services
    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    See Ismael’s Licenses and Disclosures

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    Contact Ismael

    *Fields are required

    Bakersfield Satellite Office

    Satellite Office

    5001 California Ave Suite 105
    Bakersfield, CA 93309