Matthew C. Romeo

KITCHEN TABLE FINANCIAL PLANNING

RICHMOND, VA

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CRD#: 6770539

Professional summary

Matthew Carmen Romeo, CFP®, who also goes by Matt Romeo, is a registered financial advisor currently at KITCHEN TABLE FINANCIAL PLANNING located in Richmond, Virginia.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 4 firms .

At a Glance

Always Fiduciary

Aliases

Matt Romeo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Carmen Romeo's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

RIA

CRD#: 132513

RICHMOND, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(7/20/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

KITCHEN TABLE FINANCIAL PLANNING

KITCHEN TABLE FINANCIAL PLANNING | KITCHEN TABLE PLANNING | KITCHEN TABLE FINANCIAL PLANNING, LLC

CRD#: 342665 / SEC#:

Virginia

Registered Investment Advisory firm - (7/20/2026 Approved)

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Contact information

Main Address

Richmond, VA

Mailing Address

Phone number

(804) 350-2846

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew C. Romeo

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Carmen Romeo's CRS (Customer Relationship Summary).

Certified licenses

Experience

KITCHEN TABLE FINANCIAL PLANNING

ENRICHED ADVICE

WEALTHCROSSING

ATLAS FINANCIAL

WEALTHCROSSING

State Registrations and Notice Filings

Exams

Current Firm

KITCHEN TABLE FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

KITCHEN TABLE FINANCIAL PLANNING

TRUST BUT VERIFY

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