Steven Kent Romjue
Chief Executive Officer at Ridgecrest Wealth Partners LLC
Profile
Mr. Steven K.
Romjue is a Founding Partner & Financial Advisor at Ridgecrest Wealth Partners LLC.
He founded Ridgecrest Wealth Partners after 32 years of dedicated service to his clients.
Mr. Romjue 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.
He received his undergraduate degree from the University of California, Davis.
Steven Kent Romjue active positions
| Companies | Position | Start |
|---|---|---|
Ridgecrest Wealth Partners LLC
 Ridgecrest Wealth Partners LLC Investment ManagersFinance Ridgecrest Wealth Partners LLC is a registered independent financial planning and wealth management firm headquartered in Mill Valley, California. It was founded by Steven Romjue in 2020. The firm provides asset management, financial consulting, and investment advisory consultation to a variety of clients, such as individuals, high net-worth individuals, trusts and estates, individual participants of retirement plans. | Chief Executive Officer | 2019-12-31 |
Training of Steven Kent Romjue
| University of California, Davis | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Executives
Linked companies
| Private companies | 1 |
|---|---|
Ridgecrest Wealth Partners LLC
Ridgecrest Wealth Partners LLC Investment ManagersFinance Ridgecrest Wealth Partners LLC is a registered independent financial planning and wealth management firm headquartered in Mill Valley, California. It was founded by Steven Romjue in 2020. The firm provides asset management, financial consulting, and investment advisory consultation to a variety of clients, such as individuals, high net-worth individuals, trusts and estates, individual participants of retirement plans. | Finance |
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