Steven Kent Romjue
Vorstandsvorsitzender bei Ridgecrest Wealth Partners LLC
Profil
Mr. Steven K.
Romjue is a Founding Partner & Financial Advisor at Ridgecrest Wealth Partners LLC.
He founded Ridgecrest Wealth Partners after 32 years of dedicated service to his clients.
Mr. Romjue started his career in 1988 as a Financial Advisor with PaineWebber in San Francisco.
In 1994 he moved to Smith Barney which became Morgan Stanley where he was an Executive Director and Senior Portfolio Manager in their Wealth Management division.
He prides himself on the personal connection he establishes with his clients and his methodical approach to truly understanding their financial needs and goals.
He received his undergraduate degree from the University of California, Davis.
Aktive Positionen von Steven Kent Romjue
| Unternehmen | Position | Beginn |
|---|---|---|
Ridgecrest Wealth Partners LLC
 Ridgecrest Wealth Partners LLC Investment ManagersFinance Ridgecrest Wealth Partners LLC is a registered independent financial planning and wealth management firm headquartered in Mill Valley, California. It was founded by Steven Romjue in 2020. The firm provides asset management, financial consulting, and investment advisory consultation to a variety of clients, such as individuals, high net-worth individuals, trusts and estates, individual participants of retirement plans. | Vorstandsvorsitzender | 01.01.2020 |
Ausbildung von Steven Kent Romjue
| University of California, Davis | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Ridgecrest Wealth Partners LLC
Ridgecrest Wealth Partners LLC Investment ManagersFinance Ridgecrest Wealth Partners LLC is a registered independent financial planning and wealth management firm headquartered in Mill Valley, California. It was founded by Steven Romjue in 2020. The firm provides asset management, financial consulting, and investment advisory consultation to a variety of clients, such as individuals, high net-worth individuals, trusts and estates, individual participants of retirement plans. | Finance |
