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Daniel Romaine is a CERTIFIED FINANCIAL PLANNER™ Professional, a Chartered Life Underwriter®, a Charted Financial Consultant® and an Accredited Investment Fiduciary® Designee. He has been helping clients like you reach their financial goals for over 35 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."

About Dan's professional degrees:

CFP®The Certified Financial Planner® professional must develop their theoretical and practical financial planning knowledge by completing a comprehensive course of study at a college with a financial planning curriculum and meet ongoing experience, educational, and ethical requirements.

CLU® – The Chartered Life Underwriter® can distinguish between the many insurance options and hone in on appropriate solutions in a complicated area.


ChFC® – The Chartered Financial Consultant® is able to identify, organize, plan, communicate, implement and monitor a financial plan.

AIF® – The Accredited Investment Fiduciary® Designees have acquired a thorough knowledge of fiduciary responsibility, requiring them to act in the best interest of their client, beneficiary or retirement plan participant.  This also requires continuing professional education.