Certified Financial Planner™
Bill Romeo is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the owner of the Matthews office of Everest Retirement Planners. He obtained the CERTIFIED FINANCIAL PLANNER™ certification from The American College of Financial Services in 2014. He acquired FINRA securities licenses Series 6, 63 and 65, where he is registered to do business in North Carolina, South Carolina, New Jersey, California, Massachusetts and Tennessee. Bill is also licensed in those same states to offer clients life and long-term care insurance. He has 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 helping others learn how to retire with financial security since 2006. He prides himself to be able to take difficult, confusing topics and distilling them into a language his clients can easily understand. As a fiduciary, he always puts his clients interests first and believes strongly in their motto, "Plan First, Invest Second™."
Bill and Maria have been married for over 25 years. When not working, he enjoys spending time with their cats, working in the garden, sitting around the fire pit with friends, exploring the great outdoors with Maria and traveling to spend time with their grown children Billy and Brandon.
Bill is also longtime active member of F3 (Fitness, Fellowship and Faith), a national network of free, peer-led workouts for men whose mission is to plant, grow and serve small workout groups for men for the invigoration of male community leadership.
Office Manager & Medicare Specialist
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. Maria oversees the successful operations of the office and is intimately involved in client onboarding, ongoing administrative assistance, client communication, and event coordination.
She holds North and South Carolina Life & Health Insurance licenses and specializes in Medicare Supplement Insurance. Maria is a North Carolina Notary Public through the Department of the Secretary of State. She has over 20 years of gerontology experience and knowledge of the senior care industry.
Originally from New Jersey, Maria has been a Charlotte resident for over 25 years. When not working, she spends time with their two crazy cats Spookie and Meatball, enjoys yoga, exploring the great outdoors with Bill, and traveling to spend time with their grown children Billy and Brandon.