Bill Romanello CPA, MBA

Financial Planner


Bill’s background includes more than 35 years in the financial services industry assisting individuals with retirement and tax planning. Bill holds Series 6,7,63 and 65 securities registrations and is a Registered Representative and Investment Advisor Representative for Cambridge. He has served as a Retirement Planning Instructor for the University of South Florida, Polk State College and Pasco-Hernando Community College. A US Navy veteran, Bill has 2 children and resides with his wife in Palm Harbor, Florida.