Robert E. Romano has over 20 years of service helping families on the South Shore work towards achieving their financial goals. Beginning as a financial advisor in 1992 (and a Certified Financial Planner since 1997), he has enjoyed helping others gain financial security.
Mr. Romano went to law school after seeing the impact of increased medical expenses and nursing home costs on his clientele’s life savings. He saw the need to address the issue to help his clientele and went to law school at night while keeping his practice as a financial advisor and graduated in 2004. He is a member of the National Academy of Elder Law Attorneys (NAELA) and collaborates with both Massachusetts attorneys and leading Estate planning attorneys nationwide.
Robert E. Romano is now fully dedicated to estate planning and helping families protect their assets in order to pass them to their heirs according to their personal wishes. He takes great pride in getting to know his clients, their family situation, understanding their unique values, circumstances and goals, and in designing customized strategies to achieve their wishes. Mr. Romano helps his clients obtain significant results, such as avoiding probate; reducing income taxes, estate/gift and other taxes; protecting assets; preserving wealth; providing for children and grandchildren; and preventing the erosion of assets that they worked so hard to accumulate from the impact of unknown future medical expenses.
Mr. Romano has been a lifelong South Shore resident and has made his home in Quincy for the past twenty years. He attended Hingham High School, Bentley College (BS in Finance), and the New England School of Law (Juris Doctor).