SOURCE: LPL Financial

LPL Financial

May 14, 2013 15:17 ET

Melissa & Greg Levin Win LPL Financial's Coveted 2012 Insurance Champion Award

SANTA ANA, CA--(Marketwired - May 14, 2013) -  The LPL Financial Insurance Champions program is an annual recognition program for the top 40 LPL Financial Insurance Associates (NASDAQ: LPLA) producers at the firm. With hard work and an esteemed track record, the team of Melissa & Greg Levin, out of a pool of over 13,000 Financial Advisors nationwide, have now earned this recognition for the second time in three years.

LPL Financial notified the Levins in February 2013 through a phone call and a letter that congratulated them on their achievement of an impressive insurance sales production with LPL Financial Insurance Associates in 2012. LPL Financial also extended to the Levins an invitation to an exclusive insurance conference held in Vail, CO where they will be honored at a special recognition dinner held for the winners. The conference also featured keynote speakers hailing from the nation's most esteemed insurance and financial associates. The Levins will also have the opportunity to network with top industry experts, other LPL Financial Insurance Champions and many top insurance professionals from all around the country while earning additional of Insurance Continuing Education, CFP® and ChFC credits.

"The exposure and the opportunities that I had while meeting other industry professionals will help us gain further insight into the industry," says Mrs. Levin of this, her latest achievement. "It should allow us to extend our services and help more individuals in strategically managing their personal wealth."

Melissa Levin and Greg Levin are CERTIFIED FINANCIAL PLANNER™ Practitioners who have excelled in this industry since 1998 and 1999 respectively. Melissa Graduated from University of California Irvine with bachelors in Mathematics with an emphasis in statistics. She and her brother Daniel Romero, another CERTIFIED FINANCIAL PLANNER™ Practitioner, then combined their independent practices together to found Romero Wealth Management Inc. in Santa Ana, California. Greg Levin joined the firm in 2007 and has partnered up with Melissa to manage their insurance practice. The Levins' skills add an additional dimension to the company, as they help clients focus with the protection of assets by helping clients with life, long-term care, health and disability insurance policies.

For more information about Melissa & Greg Levin and Romero & Levin Wealth Management, visit or call (714) 547-8787.

For more information on LPL Financial and their role as one of nation's leading providers of financial advising services, visit

Contact Information

  • LPL Financial
    (714) 547-8787