Our Matthews, NC Team
The Everest Retirement Planners team in Matthews, North Carolina enjoys the relationship with their clients more than any other part of their job. Equipped and eager to serve you as your retirement planning guide, Bill leads the Matthews team and hopes to meet you at an event, his office, or at a digital meeting.
Matthews Office Team Members
Bill Romeo, CFP®
Certified Financial Planner™
704-708-5011
BillRomeo@RetireWithEverest.com
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...
Maria Romeo
Office Manager & Medicare Specialist
704-708-5011
MariaRomeo@RetirewithEverest.com
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...