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Dan Romano, CPA, PFS
Dan directs our Gray Equity Management, LLC affiliate, helping to guide decisions designed to preserve and grow client assets by bring “The Power of ThreeSM – Client, Accountant, Financial Planner” to bear on their wealth management plans.
In addition to being a Certified Public Accountant, Dan is a Personal Financial Specialist (PFS), and has attained Series 7 and Series 66 securities broker licenses. He is also a licensed life insurance agent.
Dan's scrupulous attention to detail and organizational skills make for smooth sailing during even the most challenging assignments. His ability to work closely with our clients and to quickly establish a strong working rapport makes the process easier and more efficient.
Dan first came to Gray, Gray & Gray as a Northeastern University cooperative education student in 1981, and joined the firm full-time in 1983. He is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants.
E-mail Dan at dromano@gggcpas.com
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