Joshua Romo | GoldBook Financial

Joshua Romo joined GoldBook Financial as a Financial Services Professional in October 2024 and works out of GoldBook’s Costa Mesa (Orange County) office.

Josh is committed to building long-term relationships and rapport with his clients. Drawing on his background, knowledge, and access to world-class tools, he helps his clients create a holistic financial and life plans that align with their goals and financial needs. His passion is to educate parents and guardians on how to best prepare for protecting their families, saving for college, planning and saving for retirement, and everything in between.

Prior to joining GoldBook, Joshua was a registered rep with New York Life.

Josh is a graduate from the University of California, Irvine with a Bachelor of Arts in philosophy. Outside of the office, Josh enjoys watching horror movies with his wife, visiting parks and nature centers and reading books and graphic novels.

He holds FINRA Series 6 and 63 and is Life, Accident and Health licensed.

CA Insurance License #4248051, Domiciled in CA

CRN202710-7362588

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