Five Star award winner Daniel Romaine

PROFESSIONAL PROFILE

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Daniel Romaine

CLU^®, ChFC^®, CFP^®, AIF^®

Blue Hills Wealth Management

300 Crown Colony Dr Ste 102

Quincy, MA 02169

Office: 617-471-6800

dan@bluehillswm.com
www.bluehillswm.com

Professional Approach

Daniel Romaine is a CERTIFIED FINANCIAL PLANNER™ Professional, a Chartered Life Underwriter®, a Charted Financial Consultant® and an Accredited Investment Fiduciary®. He has been helping clients reach their financial goals for over 40 years. Dan is motivated by helping to make a difference in the client’s life, possibly in ways the client did not originally expect. The satisfaction of seeing how the pieces of their plan come together after they are generous enough to share their lives is unmistakable. It is this unique and custom aspect of the business and of the client that holds his attention most.

As he career has progressed, he has noticed how the most important work he does is discussing behaviors, family dynamics, and offering support with the inevitable twists in the road. The value Dan offers is partially through the many experiences he has gone through with clients over the years; however, he also is committed to professional education and considers it a constant pursuit in making sure he and his firm stays relevant to the problems and opportunities we all face. For that reason, he attends numerous conferences each year and also holds some of the industry’s top professional designations.

Dan and his wife, Maureen, have 3 kids and two pugs, Roxy and Deke. He is proud of the passion his family has and he is lucky enough to have a number of them working with him as well. He splits his leisure time between his winter Skiing and his Summer Golf. As in the professional portion of his life, Dan takes after his father, his 33 year business partner, and enjoys the process of thinking about areas and improving them, from construction to landscaping at home. It is the imagination of what needs change, and the pursuit of improvement that drives him.

"I've seen what happens when families throw logic out the window and act against their best interests. My job is simple, create a real & personal connection so I can help in the worst of times by taking a blow, and contribute in the best by right-sizing enthusiasm while assuring our clients it's ok to move forward."- Dan Romaine

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See Accomplishments

This award was issued on 2/1/20 by Five Star Professional (FSP) for the time period 04/1/2019 through 12/13/2019. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3580 Boston-area wealth managers were considered for the award; 463 (13% of candidates) were named 2020 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2019: 3619, 566, 16%, 1/1/19, 4/18/18 - 11/6/18; 2018: 2819, 532, 19%, 1/1/18, 3/23/17 - 11/10/17; 2017: 2467, 623, 25%, 12/1/16, 3/26/16 - 11/23/16; 2016: 2530, 632, 25%, 12/1/15, 5/18/15 - 11/6/15; 2015: 3542, 801, 23%, 1/1/15, 5/18/14 - 11/6/14; 2014: 1707, 655, 38%, 1/1/14, 5/18/13 - 11/6/13; 2013: 2362, 713, 30%, 1/1/13, 5/18/12 - 11/6/12; 2012: 2591, 454, 18%, 1/1/12, 5/18/11 - 11/6/11.

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This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, HI, IL, MA, MD, ME, NC, NH, NY, PA, RI, SC, TN, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser. Privacy Policy. Fixed insurance products and services and College Planning services offered by Blue Hills Wealth Management and College Funding Solutions are separate and unrelated to Commonwealth.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.