Advisor at Roman Retirement Planning, LLC
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Firm
Roman Retirement Planning, LLC
Location
Mashpee, MA 02649
Credentials
Series 65
Industry experience
4 years
Maureen Brosnan is a financial advisor at Roman Retirement Planning, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Successful Wealth Strategies and Accenture. Outside of her advisory role, she provides money coaching services through Brosnan Wealth Management. Roman Retirement Planning serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, comprehensive financial planning, and pension consulting. The firm employs a mix of investment analysis methods and uses third-party managers to tailor portfolios to clients’ goals and risk tolerances.
Based on Roman Retirement Planning, LLC
Based on Roman Retirement Planning, LLC
$1,000 to $12,000 depending on complexity and services
$1 - $500,000: 1.03% $500,001 - $1,000,000: 0.78% $1,000,001 - $3,000,000: 0.53% $3,000,001+: 0.28%
35 C South Street
Mashpee, MA 02649
California · Massachusetts
Roman Retirement Planning, LLC
2022 - Present (4 years)
Successful Wealth Strategies
2021 - 2022 (1 year)
Unemployed
2019 - 2021 (2 years)
Accenture
1982 - 2019 (37 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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