Amber Romo
Managing Director|CLTC®, ChFC®
Helping people envision and achieve their financial dreams.
Professional
In addition to serving my clients, I am focused on building a strong foundation for the future of Northwestern Mutual Ontario. In 2021, I was appointed Managing Director of Northwestern Mutual’s first office in the Inland Empire, making me the first woman in our network to hold the Managing Director title. In this role, I develop and influence the firm's new financial advisors while maintaining a full-service financial planning practice.
As such, I specialize in providing comprehensive financial guidance to successful women, business owners, and entertainment industry professionals to help them reach their full financial potential. I pride myself on making personal connections with my clients, developing long-term solutions, and helping turn their dreams into reality.
Prior to joining Northwestern Mutual, I spent several years working in the entertainment industry. My interest in film and TV goes back to when I was just 16 years old. My pursuit of this passion eventually led to a job running a post-production facility as EVP of Operations. However, when I found myself looking for an industry-change, I followed my natural knack for numbers and decided to become a financial advisor, a career in which I enjoy being able to make a positive and measurable impact on people’s lives through financial guidance.
Designations
I am certified with Series 6 and Series 63 securities licenses. I also hold a Chartered Financial Consultant® designation and a Certification in Long-Term Care®.
- CLTC® – Certified in Long-Term Care graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care planning. Long-term care insurance is a complex product that offers many forms of protection and pricing structures. CLTC professionals are highly trained in the field of long-term care and know the appropriate questions to ask. Their main goal is to help you identify solutions for your needs.
- ChFC® – The Chartered Financial Consultant is the "Advanced Financial Planning" designation awarded by The American College of Financial Services. Charter holders use the designation ChFC on their resumes and are qualified to provide comprehensive advanced financial planning for individuals, professionals, and small business owners.
Personal
Born and raised in Las Vegas, Nevada, I now reside in the Inland Empire with my husband, Johnny, our daughters, Cailin and Taylor, and our dog Lilly.
I enjoy hiking, exercising and spending time at the beach, and I love living in Southern California for the easy access to the outdoors and the variety of activities to do here. I spend most of my free time with my family, and enjoy going to the movies to engage my passion for film.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Starlight Children's Foundation
Amber aims to improve the lives of children and families in need through financial support, volunteerism, thought leadership and collaboration with community partners. She stands behind finding a cure for pediatric cancer, partnering with organizations such as the Starlight Children's Foundation, a nonprofit organization that seeks to improve hospital experiences for children and chronically ill teenagers
Foothill Family Shelter
Amber Romo is a passionate community advocate who believes in the transformative power of organizations like Foothill Family Shelter. They offer more than just housing; they provide hope, support, and a sense of community to homeless families. Through their program, families receive housing assistance and comprehensive support services, addressing unique needs and empowering them to thrive independently.
JDRF
Additionally, Amber frequently volunteers for JDRF, a nonprofit that is committed to ending type 1 diabetes. JDRF is the leading global organization funding type 1 diabetes research. She dedicates her time to improve the lives of children and adults suffering from this disease.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
