My Approach

Gloria E. Velasquez-Romero - My approach photo

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.


Gloria E. Velasquez-Romero - My approach photo
20
Years of Experience ?

Areas of Focus

  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Saving for Education
  • Women's Financial Strategies

My Videos(5 videos)

View All Videos