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Louis Romero III

Louis Romero III

Financial Planner

Louis Romero III is a Financial Planner working with the Acord and Fong Group since 2018. Louis has been in the Financial Services industry since 2006, when he began his career working in Boston, MA. He currently services health care facilities and hospitals in Napa, Santa Rosa and the greater Bay Area and Peninsula. He is currently working toward his CFP certification. Louis loves the community Financial Planning has provided. He, along with his two young boys, train in Brazilian Jiujitsu, where this sense of community thrives. Louis and his wife grew up in San Francisco are big sports fans and weekend hikers, with their boys. His serve first frame of mind, along with the Acord and Fong proven planning process, has proven invaluable to his clients’ success in meeting their life goals.