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Daniel Romaine stood out early on in life. As an Eagle Scout, Dan learned many unique leadership skills that he still uses today. With the focus he developed, he was quick to decide his career path. Starting in 1979, in the office his father founded, Dan took his early interest he had with computers and implemented it within the office. He was licensed in the insurance business in 1980 when he was 18 (as early as the law would allow). Through college, he worked with Romaine Insurance Agency, Inc., to develop strategies to organize, computerize, and broaden the services of the firm. In 1984, Dan graduated Bentley College with a bachelor's degree in business administration. While there, he developed a yet unheard of computer application for handling insurance underwriting and contacts with clients. For the next two years following college, Dan worked for a local financial planning firm defining his skills and his interests in the business. A few months after he married his wife, Maureen, in 1985, he decided to join up with his father and add a different dimension to the business. Supplementing investment planning and other services, they evolved their business into Romaine Financial Services Corp., a wealth management firm focusing on the whole of the client's family.
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Dan is very active with his family including his three kids. They ski together in the winter and sail in the summer. During the summer, he and his kids have undertaken a 9-mile open ocean sail to the remote island of Monomoy off of Chatham, MA. Swells in Nantucket Sound have reached as high as 10' in recent years. Navigating from Dennisport in a 13' Sunfish is a challenging adventure that he believes builds character, nerve, leadership and teamwork. These are skills and visions he carries into his team at work. Dan also enjoys Golf. It is through this he has developed patience and humility.
Dan has earned numerous awards for excellence in his field. Through strategic partnerships, intense studies, hard work, and focusing through adversity, Romaine Financial has grown to the firm it is today. Its' clients are diverse, caring, and benefit from the commitment to the continued financial success of their clients that the firm has. Dan Romaine has earned his Chartered Life Underwriter (CLU) and Charted Financial Consultant (ChFC) designations. He is a CERTIFIED FINANCIAL PLANNER™ Professional. These very different programs enhance and highlight the all around competency of the firm. Dan serves as President and Director of Romaine Financial Services Corp. and Romaine Insurance Agency, Inc.
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Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client's evaluation. The award is not indicative of the wealth manager's future performance.
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