Ronald Romeo, ChFC®, CLU®Private Wealth Advisor
Phone: 412-317-1414 Mr. Romeo has more than 20 years experience in the financial services industry helping individuals and business owners solve complex financial problems and specializing in retirement planning. He concentrates first and foremost on his client’s needs in order to develop their unique financial plan. A graduate of the Pennsylvania State University, Mr. Romeo earned his Chartered Financial Consultant and Chartered Life Underwriter designations in 1993. He has fulfilled the requirements for PACE continuing education and has earned many industry distinctions including the National Quality Award, Lincoln Financial Advisor's President's Award and MDRT (Million Dollar Round Table) qualification. Mr. Romeo's licensing credentials include Series 7, 63, 65, life, accident and health.
Mr. Romeo enjoys volunteer work at various organizations including First Presbyterian Church of Irwin, Westmoreland Arts and Heritage Festival and Pine Springs Camp to name a few. His hobbies include golf, running, biking and being an avid fan of the many hockey and lacrosse teams on which his children Evelyn, Robert, and Anna participate. CRN200906-2031440
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Associates of Mosaic Consulting are registered representatives of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliate companies. CRN200802-2013632 Firm disclosure information available at www.LFG.com Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. |
