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.


Margoth Romero
Senior Wealth Manager
LourdMurray
United States, California, San Diego
About Me
Profile Information
Senior Wealth Manager
LourdMurray
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
San Diego
California
United States
Sep 24, 2025
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