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Paul Romo CFP® ChFC® CRC® FSCP®

Paul Romo
 CFP® ChFC® CRC® FSCP®

President/Founder

Previous Careers: College campus minister (UC Berekely) and Jr. High Math Teacher (Rialto, CA)

What did I love about it? Making complex ideas simple; illuminating the "AHA" moment; helping others find confidence in their path.  

Financial Advising:   I still see my role as that of a teacher, mentor, guide, coach, or counselor.  I've been at it since 2006 and my favorite part is getting to interview my clients and learn about their past and plan their future. 

Personal Life: I have three kids who challenge and amaze me.  We've been in Davis since 2010 and I like the small-town community.  You're bound to run into a friend at the hardware store, farmer's market, pub, or out to dinner.  

Giving back: I serve as a Board Member with the Davis Chamber of Commerce.  I coach baseball and basketball, and ref soccer.  

Favorite Charity: International Justice Mission.  They liberate, advocate, adjudicate, educate and empower people around the world trapped in human trafficking and slavery.  

Recharging: skiing, scuba diving, mountain biking, hiking, gym, or any adventure I can find.  Currently finishing Breaking Bad.   

Favorite Muppet: Fozzie Bear.  I love to make others laugh, especially my kids.  I've always appreciated stand-up comedians, their outside-of-the-box outlook on life, the risks they take, and the work they put into perfecting their craft.  Wakka, wakka, wakka!