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  • Who We Are
    • Company Overview
    • Leadership Team
    • Advisor Team
    • Community Commitment
  • What We Do
    • Planning Process
    • Our Expertise
  • Get in Touch
  • Client Login
    • Charles Schwab
    • Black Diamond
    • Fidelity
    • Raymond James
  • Form CRS
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Bakersfield, CA

Ismael Romero

Ismael Romero is a financial professional with 13 years of experience in banking/financial/investment services. He is a graduate from California State University Bakersfield, earning his degree in business with a concentration in finance and economics in 2006. He spent 2 years at Morgan Stanley as a Portfolio Management Associate and that is where he found his passion of investments and financial markets. Ismael spent 8 years with Wells Fargo in various divisions of the bank including commercial lending/private banking, and spent the last 6 years as an advisor with MML Investor Services before joining One Seven in 2021.

Ismael and Desiree have 1 child, Jacob (11). Ismael enjoys serving his clients, as well as meeting people on the golf course. His favorite thing to do is lead his family, travel the world and see every baseball stadium in the US.

Words I Live By

Focus on serving and everything will fall into place

You Should Know…

My priorities are faith, family, career; in that order

My Literary Love

“Outwitting the Devil” by Napoleon Hill

The Best Getaway

Any beach in Caribbean that has golf courses nearby

My One Seven Reason

7 pillars of wellness is how I live my life

Get in Touch

hello@weareoneseven.com
(216) 865-1700

Basecamp

24400 Chagrin Blvd., Suite 310
Beachwood, OH 44122

One Seven

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