Ronald Romeo, CLU, ChFC®

Private Wealth Advisor

Monroeville, PA Office


Phone: 412.317.1414
Fax: 412.317.1402

Email Address

Mr. Romeo has more than 25 years’ experience in the financial services industry. Specializing in retirement planning for individuals and small business owners, he puts his clients’ interests first in order to develop their unique financial plan.

A graduate of the Pennsylvania State University, Ron believes in the importance of continuing education and has completed course work from many industry education sources including the American College in Bryn Mawr, PA. Mr. Romeo has earned many industry distinctions including the listing as a Five Star Wealth Manager, National Quality Award and Lincoln Financial Advisor's President's Award.

Ron believes in giving back and has enjoyed volunteer work at his church and a number of community organizations.