About Jesse S. Romero, CPA, P.C.

Financial Advisor

Jesse S. Romero, CPA, P.C. is committed to managing wealth for successful business owners, prosperous entrepreneurs, and high net worth families. Our family office services include everything from bill paying and tax planning to philanthropic strategies, investment management, and retirement planning. Our wealth management firm has earned a fine reputation in the Dallas area and we’re ready to put our exceptional skill set to work for you. As your financial advisor, we’ll learn about your long-term financial objectives and identify the best way to help you reach them. Together, we'll help you safeguard your wealth and pursue your financial goals.

When you become our client, we become an important asset to you and your family. Contact us now at 972-278-7334 or request a consultation online to learn more.

Jesse Romero, CPA, MBA

Jesse has more than fifteen years of accounting and finance experience.  He started preparing tax returns for his family and friends and later decided to pursue the profession by starting his own tax practice.  He has also worked in a variety of industries including advertising, Internet marketing, media, telecom, and technology. 

Jesse previously served as a Senior Consultant with Solomon Edwards Group, was a CFO for an Internet start-up and held various financial analyst and accounting positions with Belo Corporation, Temerlin McClain, and Excel Telecom. 

Jesse received his Bachelor of Business Administration from Texas Tech University and his Masters of Business Administration from the University of Texas at Dallas.  He became a CPA in 2004 and is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants.

In his spare time, Jesse enjoys playing soccer, golf and spending time with his family and friends. 

At Jesse S. Romero, CPA, P.C, we strive to develop a relationship with strong trust and mutual respect.