Ready to Speak With an Advisor? Call (858) 222-8050

Margoth Romero, CFP®

Margoth Romero, CFP®

Wealth Manager

Biography

Before joining the LourdMurray Delphi team, Margoth held positions at LPL Financial, the Vanguard Group and Merrill Lynch.

Margoth is a member of San Diego Women in Finance. She holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and earned her Bachelor of Business Administration degree in Finance and Business Economics from the University of San Diego.

Born in the U.S. and raised in Mexico, Margoth returned to the States for college. She is fluent in Spanish, and enjoys traveling, horseback riding, skiing and wakeboarding.