Ismael Romero

Ismael Romero

Financial Advisor
  • Romero Wealth Management
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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 OneSeven 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 OneSeven Reason

7 pillars of wellness is how I live my life

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OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Certain Advisory Persons, are also registered representatives of MGO Securities Corporation, Member FINRA/SIPC (“MGOSC”). As a registered representative, securities may be offered through MGOSC. MGOSC and OneSeven are affiliated companies. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.

OneSeven earned a spot on USA TODAY’s List of Top Advisers in April of 2023 and 2024 based upon a list compiled by market research firm, Statista. The list culled the list of investment advisers registered with the U.S. Securities and Exchange Commission down to the top 500 firms based on the growth of their assets under management over the short and long term, and recommendations from clients and peers. MGO One Seven did not participate in or pay to be included in the selection process.