Bill considers himself to be a financial coach and conducts seminars and workshops on a routine basis to educate people on how to maximize their retirement income, when to take their Social Security benefits, how to sign up for Medicare, and avoiding the many IRA pitfalls when moving company retirement plan assets or through receiving an inheritance.
Great satisfaction comes when being able to take difficult and confusing financial topics and distill them into simple language anyone can understand and then benefit from. His talents as a financial teacher earned him a position within the Extended Academic Program at UNC Charlotte and as a regular guest speaker at other professional and non-profit groups.
Certified Financial Planner™
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.
