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Hello

My name is Alan Romero, CPFA, AAMS, and I am your financial advisor located at Premier Members Credit Union. I have been working in the financial services industry for over 24 years, honing my skills with some of the top investment firms on Wall Street. It is an honor and a privilege to serve you, the members of Premier Members Credit Union.

My Story

With over 24 years of experience there isn't a lot I haven't seen. Guiding clients through a maze of financial possibilities, I've transformed aspirations into realities with strategic planning and unwavering commitment. I thrive on navigating the complexities of wealth management, helping my clients achieve their financial goals with confidence.

My Qualifications

  • 24 years of experience

  • Securities licensed: Series, 7, 31, 63, 66, SIE

  • Insurance licensed: Life / Health / Variable / Property & Casualty

  • Accredited Asset Management Specialist (AAMS)

  • Certified Plan Fiduciary Advisor (CPFA)

The reason I got into this business goes way back to my high school days and the stock market game. Picking stocks was my first experience with investments and even though we were only trading with a hypothetical bank account, I quickly learned the time value of money. Growing up from humble beginnings, it became incredibly clear that the key to building wealth or planning for retirement came down to the "tools" in our tool box. We can all build something with a hammer and a nail, but imagine what you could build when you add a screw driver, tape measure, and saw.

The best thing about my job is leveling the playing field for all investors. We fear what we don't understand and investing for your future should be fun and rewarding. With a "show me, don't tell me" approach, you'll quickly recognize my commitment to breaking down the complexities of investing because an educated investor is a better investor. I always say there is no right or wrong way to invest, as long as you understand what to expect. 

I have many hobbies but none more satisfying than playing flamenco guitar. Soon you may find me in local coffee shops, bookstores, or restaurants, bringing a little heart of Spain to my audience.

Upcoming Events

  • The 3 Transitions to Retirement
    The 3 Transitions to Retirement
    Tue, May 21
    Virtual Event
    May 21, 2024, 6:00 PM – 7:00 PM
    Virtual Event
    May 21, 2024, 6:00 PM – 7:00 PM
    Virtual Event
    Navigate the financial, lifestyle, and emotional transitions to retirement
  • Rollover Planning
    Rollover Planning
    Tue, Jun 04
    Virtual Event
    Jun 04, 2024, 6:00 PM – 7:00 PM
    Virtual Event
    Jun 04, 2024, 6:00 PM – 7:00 PM
    Virtual Event
    Take Control of Your Retirement: Seamlessly Roll Over Your 401K
  • Understanding Medicare
    Understanding Medicare
    Tue, Jun 18
    Virtual Event
    Jun 18, 2024, 6:00 PM – 7:00 PM
    Virtual Event
    Jun 18, 2024, 6:00 PM – 7:00 PM
    Virtual Event
    Empower Your Health: Discover the Full Potential of Medicare Benefits
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