MARGOTH ROMERO

MARGOTH ROMERO, CFP®

Wealth Manager

Before joining the LourdMurray 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.

BEVERLY HILLS

9777 Wilshire Blvd., Suite 1018
Beverly Hills, CA 90212
310.300.9898 
800.780.9858 
310.388.1329 

info@lourdmurray.com

BATON ROUGE

4658 Bluebonnet Blvd. Suite B
Baton Rouge, LA 70809
504.620.3585 
800.780.9858 
504.265.9392 

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SAN DIEGO

3611 Valley Centre Drive Suite 125
San Diego, CA 92130
858.222.8050 
858.222.8080 

info@lourdmurray.com

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