ABOUT Sara Romaine
Designations
CFP® - Certified Financial Planner
Qualifications
Licensed - Yes
License No - 6220961
License Type - Securities & Insurance
Blue Hills Wealth Management
300 Crown Colony Drive
Quincy, MA 02169
P: (617) 471-6800
F:
www.BlueHillsWM.com
Services Offered
College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Investment Management
Estate Planning
Cashflow Management
Financial Aid
FAFSA Review
Meetings Offered
My Office
Workplace
Over Phone
Webmeetings
Availability
Mornings
Afternoons
Evenings
CCFS® (Certified College Funding Specialists)
EARNED BY
Sara Romaine
ISSUED ON
2017-08-08
CCFS® MEMBER ID
C-1386-1490976938
DESCRIPTION
The CCFS® certification mark identifies college financial professionals who have met the high standards of competency and ethics established and enforced by the Association of Certified College Funding Specialists.
Unique Badge ID - ZsPUaIHqSzSLZJbJR5zqWA
SCHEDULE AN APPOINTMENT
Disclosures
Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. 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.This communication is strictly intended for individuals residing in the states of MA,CT,NH,PA. 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.