Broker Check
Bill Romeo, CFP®

Bill Romeo, CFP®

Certified Financial Plannerâ„¢

Bill Romeo is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the owner of the Matthews office of Everest
Retirement Planners. He has been in the financial services industry since 2006 and obtained the CFP® certification from The American College of Financial Services in 2014. He has acquired FINRA securities licenses Series 6, 63 and 65, where he is registered to do business in North Carolina, South Carolina, , California, Georgia, Massachusetts, Missouri, New Jersey, 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 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 always puts his clients interests first and believes strongly in their company motto, "Plan First, Invest Second™."

Bill has been married to Maria for over 25 years and they both have two grown boys. When not working, he enjoys working in the yard, sitting around the fire pit with friends, and exploring the great outdoors.

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