Paul Romo

Paul Romo

President

Before my life as a financial planner, I was in full-time ministry encouraging college students to grow in their personal faith at a pivotal time in their lives.  I also worked as a junior high math teacher in an underserved community.  I have always been drawn to jobs that are about helping people become their best version of themselves.  I still see myself as a teacher, just with a different audience.  

I now share my life with my beautiful wife Christie and we are raising three phenomenal children.  We have planted roots in Davis, CA.  My favorite thing in the world is laughing and making others laugh, especially when its my kids.  Some of the ways I recharge my batteries are riding my mountain bike, rock climbing, running and skiing. I  have a blast coaching youth sports. I am actively involved in serving others at our local church and in the local Chamber of Commerce.

Phone (855) 728-7285 x2
Fax (888) 418-401k
Mobile Phone (909) 844-6888