fb-pixel
Select Page

Meet Sean Romero

April 21, 2020

Retirement Plan Specialist, Sean Romero, found his passion for financial planning after spending 8 years as an educator in Edinburg, Texas ( Rio Grande Valley). He taught 7th grade math for 5 years and then went on to teach high school math for 3 years. For Sean, educating others is a passion. After teaching children he found a niche at TCG, an opportunity to educate others and address a subject that is commonly left out of our K-12 curriculum—personal finance and financial literacy. He started a career in financial planning 5 years ago by helping local educators prepare for their retirement.

Sean graduated from The University of Texas at Austin with a BS in Human Biology and with a Business Certificate from McCombs School of Business. As a Retirement Plan Specialist at TCG, he has obtained the Texas Life and Health Insurance Certification and FINRA Series 65 license. His background provides a foundation to specialize in retirement and investment advising, insurance needs, pension plans, addressing TRS Pension and Social security concerns, and student loan forgiveness programs.

Sean’s wife, Alyssa, is an attorney in the Rio Grande Valley specializing in real estate, school law, and personal injury. Together they have a two year old son who loves basketball and reading books. Baby number two is on the way, due August 2020! An excellent addition to their family of 4, they also have two pitbull rescues from Austin Pets Alive shelter.

Schedule a meeting with Sean.

Find an advisor

You don’t have to figure things out on your own. Click below to get matched with an advisor.

Get started →

Retirement Readiness Analysis

Schedule a meeting with a Retirement Plan Specialist find out your retirement income gap and when you can afford to retire.

Schedule now →

A Better Small Business 401(k)

Don’t let your employees pay high fees and get stuck with bad investments. Request a no-cost analysis today!

Request a demo →

Connect with Us

Related Posts

0 Comments

0 Comments

Submit a Comment

Your email address will not be published.

Share This