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Dave Romero

Senior Financial Analyst

Dave Romero

Senior Financial Analyst

David H. Romero, C.L.U, C.R.P.S, has spent over 40 years honing his skills and expertise in the financial services space. Following his graduation from the University of Southern California, Dave has worked extensively in employee benefits, executive planning, disability, annuities, long-term care and retirement planning. Assisting his clients, both individual and corporate, in establishing, maintaining and expanding their benefits as well as protecting their financial futures is Dave’s key goal.

His first step is always to listen carefully to client needs and goals in order to develop the right strategies for success. By creating simple actionable steps, clients can achieve the most favorable outcome. Dave recognizes that many federal employees have distinct needs and challenges and seeks to empower agency employees with the knowledge and path for success.

Dave holds the Chartered Life Underwriter and Chartered Retirement Plan Specialist designations and is licensed in Arizona, California, New Mexico, Maryland, Michigan, Nebraska, Nevada, North Carolina, New York and Texas.

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Our process starts with a free benefits consultation that helps us to break down your unique situation and goals. Once we know your goals, we can use our tools, resources and experience to design a plan to give you income for life. We also specialize in education. Federal employees have exclusive benefits, like the Thrift Savings Plan (TSP), Federal Employees’ Group Life Insurance (FEGLI) and a pension plan. Unfortunately, far too often, clients walk into our offices without any idea where they stand with their retirement accounts. This happens despite the obligations of the largest employer in the world, the United States government, to provide sufficient financial information. At Federal Employee Benefits Education Services, we fight against the lack of education and create a custom plan that suits your needs.

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The information provided herein is the exclusive property of Federal Employee Benefits Education Services, LLC. This material has been prepared for educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.

Helping people improve their financial future in a permanent and positive way.

480 N Canton Center Rd. #87919 • Canton, MI 48188 • Phone: (734) 388-0044