Our Story

Note by Cesar Romero, Founder/CEO:

If you hang around me enough, you might hear me mention or talk about how coming from an impoverished community in El Salvador, was both a misfortune and a gift. When I was 8 years old, I immigrated to the United States with my mother, hoping to find more opportunities here. Having experienced first hand the many challenges of living in a poor country, I always had a dream of creating a better life for myself and my family.

As I grew up in the US, I saw firsthand how important it is to have a financial plan in place. My family struggled to make ends meet, and I learned the hard way about the importance of budgeting and saving for the future. These experiences inspired me to get involved in the financial industry.

Now, I'm passionate about helping others achieve financial security and stability. That's why I founded my company - to provide people with the tools and knowledge they need to make informed financial decisions for themselves and their families. I believe that everyone should have access to financial education, no matter their background or circumstances.

Company foundation

Our firm would not be what it is today without the influence and leadership of Dr. Shirley Luu. We are grateful and lucky to say that our roots begin within her company, Shirley Luu & Associates. It is easy to be impressed by her beautiful office, TV appearances, and top selling book on Amazon …but what is most notable is her willingness to help others, clients and employees alike. We strive to carry those same values within our firm every day.