CoverProfile

Margoth Romero

Senior Wealth Manager

LourdMurray

United States, California, San Diego

About Me

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 PLANNERTM (CFP®) designation and earned her Bachelor of Business Administration in Finance and Business Economics from the University of San Diego. Born in the U.S. and raised in Mexico, Margoth returned to the United States for college. She is fluent in Spanish, and enjoys traveling, horseback riding, skiing and wakeboarding.

Profile Information

Senior Wealth Manager

LourdMurray

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Diego

California

United States

Sep 24, 2025

More profiles to browse

CB
Charlotte Berry
Senior Wealth Manager
Profile Photo
Josh Harlan
Co-Chief Investment Officer
JE
Jennifer Enlow
Senior Wealth Manager
SD
Shaina Desai
Wealth Manager

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Dennis Hanson
Principal
Jamison Hanson
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners