Bill Romeo

About Bill Romeo

We primarily work with successful individuals and professionals, 5-10 years from retirement, who are seeking to achieve a work-optional lifestyle and financial independence. We act as a guide, a “Sherpa” so to speak, while addressing personal and financial challenges and opportunities as their lives unfold and their needs evolve. We accomplish this through our proprietary process called the Tenzing FORMula.

Experience

1. Certified Financial Plannertm

   Everest Retirement Planners

   Jan 2018 — Present · Matthews, NC, US

   Bill Romeo is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities Corp, Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St, Ada, MI 49301. Everest Retirement Planners is not affiliated with USA Financial Securities. Please review a copy of our Commenting Guidelines at: Retirement Planners began as a nation-wide team of dedicated, like-minded, retirement planning professionals. The company was born out of the need to simplify the challenges individuals face throughout their financial lives, particularly as it pertains to retirement. Built on a foundation of “wanting to help”, the Everest team wants to be your personal financial Sherpa as you plan your trek to retirement and beyond. • Owner of Matthews branch of Everest Retirement Planners.• Coaches and consults clients on topics such as tax-smart investing techniques, legacy planning strategies, and Social Security and Medicare benefits. • CERTIFIED FINANCIAL PLANNER™

Education

• New Jersey Institute of Technology

  MS

  1994 — 1996

• Rutgers, The State University of New Jersey-New Brunswick

  BS

  1986 — 1991