Christopher-Paul Romo is a CFP, ChFC-designated registered investment advisor, based in Davis, CA, with 19 years of industry experience.
Location
2827 Spafford Street, Suite B2, Davis, CA, 95618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher-Paul is the founder and president of Impact Financial Advisors and an IAR with Kestra Advisory Services, spending full-time hours between the two. He is also an insurance agent licensed to sell various insurance products and serves on the advisory board of United Brokers Insurance Agency.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Foresters Equity Services, INC.Broker
State Registrations11 states
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