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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.