About Us
Our Expertise
A Proven Approach
A Proven Approach
With 18 years of experience in the financial services industry we provide transparent asset management with a range of custom-tailored portfolios for all risk levels.
We listen and then bring clarity to your unique financial situation. It is important to us that you become educated on your options and how those directly correlate to your concerns and goals.
A Proven Approach
A Proven Approach
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. After that, we recommend an investment strategy designed to meet your risk tolerance and goals. It is up to you to decide what options you would like to move forward with.
Why Us?
A Proven Approach
Why Us?
Our team is dedicated to providing top-notch services to all clients. To us, you are not just a number. We treat you as a client and friend. Your goals, hobbies, and motivations are important for us to learn. This way we can tailor our recommendations to your unique situation and financial needs.
Our Team
Ismael Romero
MGO One Seven LLC
Sarah Stickney
Ismael founded Romero Wealth Management in 2021 after spending 16 years in the financial services industry. Born, raised and operating out of Bakersfield, CA; It is his passion to help hard-working professionals manage their assets, plan for retirement and understand suitable investment options. Outside of work he enjoys spending time
Ismael founded Romero Wealth Management in 2021 after spending 16 years in the financial services industry. Born, raised and operating out of Bakersfield, CA; It is his passion to help hard-working professionals manage their assets, plan for retirement and understand suitable investment options. Outside of work he enjoys spending time with his family, growing their relationship with God, traveling, and meeting new clients on the golf course.
Sarah Stickney
MGO One Seven LLC
Sarah Stickney
Sarah joined the team in March, 2021 as a Client Service Associate and Social Media Manager. She graduated from CSUB with Summa Cum Laude Honors in Business Administration, Finance. In her spare time she loves fostering dogs from our local animal shelter.
Miguel Vargas
MGO One Seven LLC
MGO One Seven LLC
Miguel joined us in January 2023 as a Client Relationship Manager and Life Insurance Specialist. He graduated from CSUB with his degree in Business Administration, Finance. Outside of work he loves spending time on the golf course, and meeting new people.
MGO One Seven LLC
MGO One Seven LLC
MGO One Seven LLC
MGO One Seven is an affiliated Registered Investment Advisory firm. This team helps us stay compliant, and to date with the latest laws and regulations. They are our intermediary to business growth and development. They also provide billing and back-office support to my practice.