Rachel Romero, Financial Planner at Wealth Enhancement Group in Houston, TX

Rachel Romero

Financial Planner

CFP®, MS

Office Information

Request a Meeting

Contact Rachel

rromero@wealthenhancement.com

Team Office

Rachel’s Locations

5599 San Felipe, Suite 900
Houston, TX 77056
(713) 627-7660
Show Map and Locations

About Rachel

Rachel serves clients as a financial planner, starting with The Financial Advisory Group as an intern while still a student. In addition to working with the financial planning team, Rachel also specializes in education planning and helps to create and maintain client’s 529 Plans. She joined the Wealth Enhancement Group family alongside her colleagues in 2024.

Originally from Fort Worth, Rachel enjoys getting to know Houston, trying new restaurants and exploring the city with her friends in her free time.

Education

  • MS - Personal Financial planning, Texas Tech University
  • BA - Psychology, Texas Tech University

Let’s craft your future, together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
 

Let’s Talk
Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

Get your second opinion

Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.

  • Your info
  • Contact
  • About you
  • Confirm
1 of 4

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.