About Bill Romeo

Bill Romeo CERTIFIED FINANCIAL PLANNER™ with Everest Retirement Planners in Matthews, North Carolina. Bill considers himself to be a financial coach and speaks regularly at seminars and workshops to educate people on many facets of their financial well-being including how to maximize their retirement income, when to take their Social Security benefits, how to sign up for Medicare, and how to avoid the many IRA pitfalls when moving company retirement plan assets or through receiving an inheritance. His overall goal and passion is to simplify complex financial topics so people can fully understand and invest in their financial futures.

As a talented and dedicated financial teacher, Bill earned himself a position within the Extended Academic Program at University of North Carolina at Charlotte, and as a regular guest speaker at other professional and non-profit groups.

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About Everest Retirement Planners

Everest Retirement Planners began as a nation-wide team of dedicated, like-minded, retirement planning professionals. There was a need to simplify the challenges individuals face throughout their financial lives, particularly as it pertains to retirement, and wanted to help. 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.

They know retirement can be daunting. Same as climbing a mountain. That’s why they think of your financial life as climbing a mountain. The ascent up is the accumulation phase of our investable assets. Reaching the summit can be compared to finally retiring. The descent is the distribution phase. 

Wherever you are on the mountain, it’s their objective to help you plan to safely reach your goal and to do it in a way that enhances your confidence. That is the Everest story.

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