BS&P Wealth Management, LLC is pleased to announce that we have recently hired a new financial advisor.
Robert W. Romeo CFP® brings 35 years of experience in the areas of comprehensive financial planning and investment management for high net worth individuals and business owners.
Bob spent 15 years as a senior executive in the banking industry providing financial planning, 401-(k)/pension plan administration, trust and investment management services. As a full time faculty member at Medaille College he was director of the CFP® certificant program where he taught financial planning and finance, and spent 4 years as a guest lecturer for Niagara University’s graduate curriculum in retirement planning and risk management.
He earned his B.A. from SUNY Buffalo, his CFP® practitioner designation and Masters of Science from the College of Financial Planning, Denver CO. A resident of Amherst NY, Bob is past President of the Estate Analyst of WNY where he remains an active member and former Vice Chair of Meals on Wheels Foundation for WNY.
Registered Representative. Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Investment Advisor Representative,Wealth Advisors Network, Inc. d/b/a BS&P Wealth Management. Wealth Advisors Network, Inc. d/b/a BS&P Wealth Management and Cambridge are not affiliated.