Paul Romo, CFP® ChFC® FSCP® CRC®

Before becoming a financial advisor, I was a junior high teacher in a disadvantaged area, trying to teach Algebra to kids who hadn’t yet learned how to multiply.

I’ve always loved math and problem-solving, but what I really enjoyed was helping people understand complex ideas and gain confidence in what once felt confusing. When I decided to explore a new path, I discovered financial advising—and it just clicked. It combined everything I valued: teaching, analysis, and the opportunity to make a real difference in people’s lives. That was over 20 years ago, and I’ve never looked back. Today, I work primarily with engineers, technical professionals, and problem-solvers—people who value logic, precision, and a thoughtful approach. My goal is to bring clarity and confidence to their financial decisions, so they can focus on what matters most in their careers, families, and lives.