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William J. Romeo is one of the co-owners of FINESTPLAN, LC along with Marco A. Gomez-Perez. Marco was managing mutual fund and bond
portfolios when he and Bill elected to serve their clients through the founding
of their own company. Marco's and Bill's complementary skills and experiences
were a perfect match. Bill holds the Series 7, 63, and 24 securities registrations and a State of Florida 220 insurance license that covers life, health, property, casualty insurance, and variable annuities. He spent six years with North American Investment Corp., presenting financial planning seminars and working in IPOs, private placements and venture capital. He managed several personal line insurance businesses and became an independent representative and agent serving the needs of business owners and individuals in Florida prior to meeting Marco.
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Send mail to sbordelon@fimadvisors.com with questions or comments about this web site.Investment Advisory Services offered through Financial & Investment Management Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through LPL Financial, member FINRA/SIPC. Financial & Investment Management Advisors, Inc. is a separate entity and is is not affiliated with LPL Financial.The LPL Financial registered representative associated with this site may discuss and/or transact securities business with residents of the states listed in the following page: Regulatory Disclosure Information. Certified Financial Planner Board of Standards Inc. owns
the certification marks CFP®,
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