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RBC Wealth Management

Retirement

The Cates - Romero Team

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                          • RBC Wealth Management
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                          • Sign in Important information
                          • Home
                          • About
                            • Meet The Cates - Romero Team
                            • Community involvement
                            • Working with a CFP®
                            • The RBC Wealth Management difference
                          • Wealth planning
                            • Wealth management approach
                            • Client experience
                            • RBC WealthPlan
                            • RBC Private Wealth
                            • RBC Echelon
                            • Charitable giving
                          • Retirement
                            • Health care in retirement
                            • Retirement income planning
                            • Retirement distribution options
                          • Investment
                            • Fixed income advantage
                            • RBC Cash Management Account
                            • Special Needs Trust
                            • College savings plans
                          • Offerings
                            • Advantages of credit
                            • Insured solutions
                          • Resources & insights
                            • Financial empowerment
                            • Market commentary
                            • Insights
                          • Contact
                          CatesRomero

                          Brad Cates, NMLS # 2028341, and Joe Romero, NMLS # 1980706 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                          , Brad Cates, NMLS # 2028341, and Joe Romero, NMLS # 1980706 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                          , Brad Cates, NMLS # 2028341, and Joe Romero, NMLS # 1980706 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                          , Brad Cates, NMLS # 2028341, and Joe Romero, NMLS # 1980706 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                          , Brad Cates, NMLS # 2028341, and Joe Romero, NMLS # 1980706 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                          , Brad Cates, NMLS # 2028341, and Joe Romero, NMLS # 1980706 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                          , Brad Cates, NMLS # 2028341, and Joe Romero, NMLS # 1980706 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                          , Brad Cates, NMLS # 2028341, and Joe Romero, NMLS # 1980706 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                          Read additional advisor disclosures.

                          Obtain more information about this financial advisor on FINRA's BrokerCheck website

                          Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

                          Contact information

                          The Cates - Romero Team

                          Phone: 505-872-5909
                          Toll-Free: 1-866-988-0279

                          Bill Cates

                          Senior Vice President - Financial Advisor,
                          Senior Portfolio Manager - Portfolio Focus

                          Phone: 505-872-5909

                          Brad Cates, CIMA®

                          Managing Director - Financial Advisor,
                          Senior Portfolio Manager - Portfolio Focus,
                          Institutional Consulting Group

                          Phone: 505-872-5912

                          Chris Cates, CFP®, CRPS®

                          Managing Director - Financial Advisor,
                          Senior Portfolio Manager - Portfolio Focus,
                          Institutional Consulting Group

                          Phone: 505-872-5910

                          Joe Romero, AWM, RICP®

                          Senior Vice President - Branch Director,
                          Financial Advisor,
                          Senior Portfolio Manager - Portfolio Focus

                          Phone: 505-872-5930

                          Katherine Copps, RICP®

                          Senior Registered Client Associate

                          Phone: 505-872-5919

                          Monica Villa

                          Senior Registered Client Associate

                          Phone: 505-872-5917

                          Kailee Ramirez, CRPS®

                          Registered Client Associate

                          Phone: 505-872-5924

                          Zach Moya

                          Registered Client Associate

                          Phone: 505-872-5908

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                          Albuquerque, NM 87110
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