Cesar Romero, MBA

Cesar Romero is a Wealth Advisor in Golden Valley, MN. He serves a wealth management client through a disciplined approach to financial planning, saving and tax efficiency. He prides himself in educating his clients and empowering them to make sound financial decisions.

Before joining SageView in 2022, Cesar Romero spent time with an independent branch of Raymond James and leading the Continental Financial Group at Thrivent Financial.

Cesar Romero received a bachelor’s degree in Finance from Bethel University and an MBA from American Intercontinental University. Cesar Romero currently holds his Series 7 and 66 registrations as well as Life and Health licenses in several states.

He is active in his community and is a member of the board of directors for the YMCA.