2021 Financial Review and 2022 Economic Outlook 

Our OC Chapter members, Cheryl Gee and Dan Romero, will review the 4^th quarter of 2021 financial results and discuss the economic outlook for 2022. 

Daniel Romero has been in the financial services industry since 1996; private practice since 1998. Daniel proudly holds the certificate of CFP®.  Mr. Romero manages $315 million of client assets.  He has been named to Forbes Best-In-State financial advisors from 2018 thru 2022. He has been named to LPL’s Chairman’s Club from 2015 thru 2022, placing him in the top 300 of LPL’s over 19,000 reps.

Meet The Speakers:

Daniel Romero has been in the financial services industry since 1996; private practice since 1998. Daniel proudly holds the certificate of CFP®.  Mr. Romero manages $315 million of client assets.  He has been named to Forbes Best-In-State financial advisors from 2018 thru 2022. He has been named to LPL’s Chairman’s Club from 2015 thru 2022, placing him in the top 300 of LPL’s over 19,000 reps.

Cheryl Gee has over 25 years of experience helping her clients create a comprehensive financial plan to address their important priorities, including longevity planning, wealth transfer strategies, and life transition planning for unexpected events.

Time will be set aside for attendee introductions, so using the video feature throughout the meeting is encouraged. Please watch the training and read the documents on the BP ZOOM Resource Center, so you are prepared for the meeting.

Cost: Free
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