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Timothy Romero

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Tim Romero is the owner of Romero Retirement Strategies. Romero Retirement Strategies is family owned and operated with offices in Port Arthur Texas. Tim is Certified Financial Fiduciary and a Investment Advisors Representative. Capitalizing on many years of sales experience Tim came to work with his father in 2006 and took over day to day operations upon his passing in 2010. As an independent agency, Romero Retirement Strategies does not work for or represent any one particular carrier or provider, but instead has the freedom to choose what companies, products and services to represent. Com-bining Insurance with investing allows them to work for their client’s best interests. Utilizing Safe Money Retire-ment Strategies, RRS specializes in the needs of folks who are already retired, or will be retiring in the next five to ten years. But because it is never too early to start thinking about retiring they also help all generations preserve financial resources with Life Insurance and Health Insurance. When it comes to investing Tim specializes in risk management and offers simple solutions to complex investing problems. Tim is a top producer with Insurance Agency Marketing Services, one of the leading insurance marketing groups in the country. Tim has consistently ranked in the top ten out of over 1000 producers with IAMS and has been recognized for exceptional sales performance. Tim has been married for over 30 years to his wife Vickie and they have two children and one grandson. He is ac-tive in his church community serving as President of the Parish finance committee, a lector and teaching religious education. Tim is currently serves on the National Board of Directors for Sertoma, is an Associate Lodge Adviser in the Order of the Arrow, Three Rivers Council BSA, a recipient of the BSA Silver Beaver Award, a Past District Governor of the East Texas/Louisiana district Sertoma International, a Past President of the Port Arthur Sertoma Club and Past Grand Knight in the Knights of Columbus. Investment Advisory Services Offered Through IAMS Wealth Management A SEC Registered Advisor

Professional Experiences

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Area of Expertise

Professional Licenses

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Certified Financial Fiduciary ®

Education

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