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Exciting Announcement:


Join us in welcoming Reed Romo to the Raymond James Team! Upholding our commitment to trust, experience, and personalized service we are excited to share a new milestone for our Raymond James San Juan Capistrano branch. Dean is delighted to announce that his son, Reed Romo, has officially joined the practice as a Financial Advisor. 

Dean and Matt have over 68 years of combined experience serving clients with trusted, personalized financial guidance. Bringing Reed onto the team ensures long-term continuity and strengthens their ability to serve clients. Reed joins with two years of industry experience, multiple financial licenses, and a BA from UC Santa Barbara. His background and passion for client-first service align with the branch’s long-standing commitment to helping clients achieve their financial goals.

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Medicare Explained

 

October 2025

​2025 Social Security

Changes

September 2025

Click on any of the above links to read full article or watch video.

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Raymond James San Juan Capistrano

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Raymond James has topped the J.D. Power rankings in its annual U.S Investor Satisfaction Study as the #1 wealth management firm for Advised Investor Satisfaction.

The firm also ranked most trusted and highest in the study’s individual metrics on people and products and services.

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Nearly Four Decades of Resilient Growth For 150 consecutive quarters spanning over 37 years

Raymond James has delivered consistent profitability through market cycles, crises, and change.

From a single financial planning office in 1962 to a global firm with over $1.5 trillion in client assets today, Raymond James continues to thrive by staying true to its founding values: putting clients first and leading with integrity.

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Contact Us
29122 Rancho Viejo Road
Suite 107
San Juan Capistrano, CA 92675
Phone: 949-534-9119
Fax: 949-534-9113
Toll-Free: 800-501-5919
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Dean A. Romo
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Matthew Deweese

 

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and
availability.

 

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