Bob Romeo, MS, CFP®
Certified Public Accountant –
BS&P Wealth Management, LLC
Location: Buffalo, NY
Background/Experience
- 37 Years of Experience in Comprehensive Financial Planning and Investment Management
- Works with High-Net-Worth Individuals and Business Owners
- 15 Years as a Senior Executive in the Banking Industry
- Financial Planning, 401-k/Pension Plan Administration, Trust and Investment Management Services
- Full-Time Faculty at Medaille College: Director of the CFP® Program
Education
- SUNY Buffalo, Bachelor of Arts
- Masters of Science, College of Financial Planning
- CFP® Designation, College of Financial Planning
Community Activities
- Past President of the Estate Analyst of WNY
- Treasurer of FeedMore WNY
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