Jonathan Romero Jr

Jonathan Edwards Romero Jr

Partner and Co-Founder

Candid Wealth Advisors
  • CLU®
  • ChFC®
  • RICP®
  • CLTC®
  • CA License: #0K57362

875 3rd Ave Fl 23
New York, NY 10022

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About my practice

I specialize in working with successful, driven professionals who are looking for financial education, a comprehensive plan, and a long-term relationship. My team and I focus on customized plans that include tax-efficient wealth accumulation and preservation strategies to help people build a strong financial foundation throughout their life and beyond.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck