About our Principals
Founders Marco A. Gomez-Perez & William J. Romeo are committed to ensuring their clients make the most advantageous decisions to preserve their futures.
Founders Marco A. Gomez-Perez & William J. Romeo are committed to ensuring their clients make the most advantageous decisions to preserve their futures.
"We created FINESTPLAN to help people work toward their goals and create a lasting legacy based on their personal wishes."
Marco A. Gomez-Perez & William J. Romeo
Marco A. Gomez-Perez
Marco was born in Brazil where he studied civil engineering at the University of Sao Paulo. He is a licensed pilot who enjoys golfing, snow skiing, sailing, flying, rowing, swimming and cooking. Marco has extensive experience in retail management. He is a past business owner and consultant.
Marco was born in Brazil where he studied civil engineering at the University of Sao Paulo. He is a licensed pilot who enjoys golfing, snow skiing, sailing, flying, rowing, swimming and cooking. Marco has extensive experience in retail management. He is a past business owner and consultant.
William J. Romeo
Bill was born in Connecticut and studied business law before beginning his career as a financial services professional nearly a quarter of a century ago. Bill, his wife Janice and young children are active in their church and community. Together, Bill and Janice were foster parents for over 12 years, who are committed to improving the lives of children and families.
Bill was born in Connecticut and studied business law before beginning his career as a financial services professional nearly a quarter of a century ago. Bill, his wife Janice and young children are active in their church and community. Together, Bill and Janice were foster parents for over 12 years, who are committed to improving the lives of children and families.
FinestPlan LLC
4411 NW 7th Street
Coconut Creek, FL 33066
Tel: 954-582-1430
Fax: 954-582-1433
Email: bill@finestplan.com
Securities Offered Through Securities America, lnc. Member FINRA/SIPC **Investment advice offered through Financial & Investment Management Advisors, Inc., a SEC Registered Investment Advisory Firm. FinestPlan LLC and Financial & Investment Management Advisors, Inc are a separate entities from Securities America, Inc* Securities America and its representatives do not provide legal advise; therefore, it is important to coordinate with your legal advisor.
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