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"Melissa Levin is a professional woman I recommend to you without reservation. Her expertise in the realm of health, life, long term care and disablity insurance was invaluable to my husband and me as sought to maximize coverage while reducing our annual premium. The health insurance policy she provided us saved us enough money to cover the yearly cost of a long term care policy. "
- Marilyn Gausewitz

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Our Partners

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security,
nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be
unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial LLC disclosed on this site may only discuss
securities or transact business with persons who are residents of the following states: AZ, CA, CO, HI, MN, MS, NC, NY, OH, SC, TX, & WA.

Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities & fee based asset
management through LPL Financial LLC a Registered Investment Advisor and Member FINRA/SIPC.
Daniel's CA Insurance Lic #:OC54180 - Melissa's CA Insurance Lic #:0C56086 - Greg's CA Insurance Lic #:0F08519

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner,
which it awards to individuals who successfully complete initial and ongoing certification requirements.