Mr. Romeo has more than 28 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, but not limited to, the American College in Bryn Mawr, PA, where he obtained the designations of ChFC (Chartered Financial Consultant) and CLU (Chartered Life Underwriter.
Mr. Romeo has earned many industry distinctions, including but not limited to, the *Five Star Wealth Manager Award in 2017. Still his client’s success is his biggest reward.
Ron believes in giving back and has enjoyed volunteer work at his church and a number of community organizations.
*The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information go to http://bit.ly/2dVQQFc