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® certificate 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.