Robert W. Romeo, CFP®, CEPA®

Domicile State: NY

Education and Training

  • Bachelor’s degree from SUNY Buffalo
  • Masters of Science degree from College of Financial Planning

Industry and Service Specialties

  • Financial planning and investment management for high-net-worth individuals and business owners
  • 401(k)/pension plan administration
  • Investment management services

Credentials and Designations

  • Certified Financial Planner - CFP®
  • Certified Exit Planning Advisor - CEPA®

Community Involvement

  • Board Member and Treasurer of FeedMore WNY 
  • Financial Services Advisory Board-Community Foundation of Greater Buffalo