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David Romero, ChFC, RFC, CRC

David Romero, ChFC, RFC, CRC

Executive General Agent/CEO

David is the Executive General Agent/CEO of Executive Financial Group and Premier Senior Solutions. With 30 years of experience in the Financial Industry and 28 of those years in management in top rated companies. He has served as President of the local GAMA (General Agency Managers Association), President of the local National Association of Insurance and Financial Advisors and has served on the NAIFA State Board as “President” and Membership Chair. For over 10 years David has served on the “Agent Advisory Board” for the Louisiana Commissioner of Insurance for both Property and Casualty and Life and Health.

David during the last 14 years of pure sales has qualified for the Million Dollar Round Table with 2 years as Court of the Table and 5 times as a Top Of The Table producer.

Prior to the Financial Services Industry David spent over 14 years in the Energy Industry as a small business owner and running a multi-national service company. His wide spread and extensive background gives him the ability to interact with his many diverse client backgrounds from small business owners to nearing retirement or retired and their many varying needs. David has found many of the best strategies to bring resolve and solutions to many situations.

In order to find a steady course in changing financial climates David realizes the continual need to understand the ever-changing regulatory situation, economic turns and product changes that all coincide with the complexities of today’s financial environment.

His extensive wealth of information stemming out of his business education from the Western Wyoming College, his Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr, Pennsylvania, Registered Financial Consultant (RFC) from the International Association of Registered Financial Consultants and Certified Retirement Counselor (CRC) from The International Foundation for Retirement Education. His want is to share an evolution of knowledge and training and maybe just a bit more wisdom to impart on those who wish to be enlightened.