Steven K. Romjue
Steve founded Ridgecrest Wealth Partners after 32 years of dedicated service to his clients. He started his career in 1988 as a Financial Advisor with PaineWebber in San Francisco. In 1994 he moved to Smith Barney which became Morgan Stanley where he was an Executive Director and Senior Portfolio Manager in their Wealth Management division. He prides himself on the personal connection he establishes with his clients and his methodical approach to truly understanding their financial needs and goals. Every client is important to Steve and every portfolio is designed to meet their specific financial objectives and risk tolerance.
Steve and his wife, Daisy, met at UC Davis in 1984 and have been together ever since. They have three adult children and are thoroughly enjoying being “empty nesters” after twenty five years of very active parenting!
Steve is an avid cyclist and enjoys long rides throughout Marin County that often end with a climb up Mt. Tamalpais and onto scenic Ridgecrest Road which is the inspiration for the firm’s name.
Education, Licenses, and Certifications
- BA Economics, University of California, Davis – 1987
- Series 7, 63 & 65