Bill Romeo

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, California and New Jersey. 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 is happily married to his wife and office manager, Maria. They enjoy spending quality time with their two boys, Billy and Brandon. Bill loves the outdoors and is a longtime active member of F3 (Fitness, Fellowship and Faith), a not-for-profit workout group that meets throughout the US whose focus is to strengthen male community leadership.

Maria Romeo

Maria is the office manager of the Matthews office. She holds a North Carolina Life & Health Insurance license and specializes in Medicare Supplement Insurance. Maria is a North Carolina Notary Public through the Department of the Secretary of State. She earned a Bachelor of Arts in Recreation Administration from Kean University. She has over 20 years of gerontology experience and knowledge of the senior care industry. 

Maria is married to Bill and enjoys spending time with their two boys and doing yoga.