Bill Romeo is a CERTIFIED FINANCIAL PLANNER™ (CFP^®) and the owner of the Matthews office of Everest
Retirement Planners. He has been serving the Matthews Community and surrounding areas since 2006 and obtained the CFP^® certification from The American College of Financial Services in 2014.  He holds a Master of Science degree from the New Jersey Institute of Technology and a Bachelor of Science degree from Rutgers University, Cook College.

Bill has a passion for teaching and enjoys helping others learn how to retire with financial security and avoid the pitfalls of getting it wrong. He prides himself to be able to take difficult, confusing topics and distill them into a language his clients can easily understand. As a fiduciary, he has the duty to put his clients interests first when managing accounts or making recommendations for retirement assets, and believes strongly in their company motto, "Plan First, Invest Second™." 

Bill and his wife, Maria, have been married for over 28 years and they both have two, successfully employed grown boys. When not at the office, he enjoys yard work, sitting around the fire pit with friends, exploring the great outdoors and spending time fishing.

He is a longtime active member of F3 (Fitness, Fellowship and Faith) and goes by the nickname "Othello". F3 is a national network of free, peer-led workouts for men whose mission is to plant, grow and serve small workout groups for the invigoration of male community leadership. 

Bill has acquired FINRA securities licenses Series 6, 63 and 65, where he is registered to do business in NC, SC, CA, GA, MA, MI, NJ, and TN. He is also licensed in those same states to offer clients annuities, life and long-term care insurance.

Maria is the Office Manager of the Matthews office. Married to Bill, she has been at his side, assisting since the inception of their practice in 2006. She oversees the successful operations of the office and is intimately involved in client onboarding, coordinating all appointments, client communications, and plans all client event experiences.

She holds a Life & Health Insurance license and specializes in Medicare Supplement Insurance. Maria also helps to simplify the Medicare sign-up process by educating individuals on Medicare Supplement Plans available to them in North and South Carolina.  

Maria is a North Carolina Notary Public through the Department of the Secretary of State. 

Additionally, she has over 20 years of gerontology experience. She assists families with caregiving plans, sharing her knowledge of the senior care industry and locally available  caregiving resources.

Originally from New Jersey, Maria has been a Charlotte resident since 1996. When not working, she spends time with their crazy cat Meatball, enjoys yoga, entertaining friends, exploring the great outdoors with Bill, and traveling to spend time with their grown children Billy and Brandon.