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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