Every new California business filing, every dayRomeo Echo Financial
A veteran-led financial advisory firm based in San Diego, CA, offering wealth strategy, life insurance, retirement, tax, real estate, estate, and veteran benefits to families and entrepreneurs. The website emphasizes mission-driven, legacy-focused planning and is operated by a small team.
Filed June 23, 2026 · San Diego, CA · San Diego County
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California Secretary of State (bizfile Online) · Entity B20260292849 · Retrieved June 24, 2026
About Romeo Echo Financial
Romeo Echo FS LLC filed in California on June 23, 2026, as a veteran-led financial planning firm in San Diego. It filed through United States Corporation Agents, a formation service used by over 8,400 other entities. The domain was registered 259 days before filing, and its modern website confirms the business identity. We spotted the filing the next day. We estimate revenue between $100,000 and $1 million with 1-5 employees and a hybrid footprint. No annual report or EIN on file yet.
- Domain registered 259 days before the California filing date.
- Filed through United States Corporation Agents, a service shared by over 8,400 entities.
- Website confirmed to match the filing name and address.
- First seen by DayOneLead just 1 day after filing.
- We estimate revenue $100K-$1M and 1-5 employees, hybrid footprint.
- No annual report or EIN on file yet.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.
One of 339 new businesses registered in San Diego in June 2026, and the only financial advisory services business registered there that month.
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Filing Details
Verified Business Profile
Contact Information
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Frequently Asked Questions
When was Romeo Echo Financial registered?
Romeo Echo Financial was registered as LLC on June 23, 2026 in California.
Where is Romeo Echo Financial located?
Romeo Echo Financial is based in San Diego, CA, 92101, in San Diego County.
What type of business is Romeo Echo Financial?
Romeo Echo Financial is classified as a financial advisory services business (veteran-led financial planning).
Does Romeo Echo Financial have an EIN on file?
No EIN was found on file for Romeo Echo Financial at the time of registration.
Who Sells to This Business
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