Our firms' vision is disrupting the financial services industry because we are giving the people we serve the power to choose - the power to choose how you work with your Financial Advisor, the level of service you receive, and how you pay your Financial Advisor.
People are demanding more accountability and transparency from their Financial Professionals and with so many to choose from, we wanted to help you feel better about your choice.
Conflicts of interest have plagued the industry for years and we are committed to leveling the playing field for all investors by not only minimizing conflicts of interest but eliminating them.
My name is Alan Romero, CPFA, AAMS, and I am the founder and principal of KACE WEALTH MANAGEMENT. I have been working in the financial services industry for over 23 years, working with some of the largest investment banks on Wall Street.
Our methods were developed over the years by serving clients of all backgrounds and financial circumstances. It is this experience with diverse households that give us the expertise in handling our clients' unique goals and objectives with confidence.
Our firm is also a member of LPL Financials' Retirement Plan Consulting Program (RPCP) which is a select group of financial advisors that have been approved to consult on retirement plans under the LPL corporate RIA. I've also earned the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA) for my commitment to plan sponsors and the participants they serve.
We know you have a choice, and with KACE WEALTH MANAGEMENT, the difference is clear. We are redefining the Financial Advisor
Financial vignettes for building wealth