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Karl H. Romero

2002 Distinguished Alumnus

Karl H. Romero

Karl H. Romero

1973, B.S., Business Administration-Finance , CSULB

Karl Romero states that one of the key elements to his success as a certified financial planner and investment advisor was his studies at CSULB. "The instructors I had at CSULB had a caring attitude and were available," he remarked. That attitude helped him as he began working for a major national investment company, then in founding Karl H. Romero and Associates in Santa Ana in 1973.

Romero believes in sharing his knowledge . "As branch manager of various broker-dealer firms, I have been instrumental in launching the careers of many very successful financial planners and registered representatives. I helped launch the University of California's Personal Financial Planning program at UCI," in which he also taught.

He is active in a variety of community activities and is a self-proclaimed "car nut". He and his wife, Lark, "enjoy a couple of Ferraris," and he is a board member of the Ferrari Owner's Club.

The couple has four children, two of whom work at his firm. "It is amazing to see what a great institution CSULB has evolved into," he commented. "This is obvious from the quality of the students that are attracted to CSULB."

From Alumni Awards 2002 program