Bill Romeo, CFP®

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.