Norwood, MA · CPA & LPL Registered Representative
Robert M. Danna, CPA helps individuals and businesses in Norwood and Greater Boston build a financial roadmap that connects tax savings, retirement, investments, and protection for every life stage.
CPA · Series 6 & 63 · Babson cum laude · MBA Finance, Bentley
Products & services
Find out how Bob can help with tax preparation and planning, investments, retirement planning, and insurance needs.
Individual and business tax preparation with planning that looks ahead — so filing season is the finish line of a year-round strategy, not a scramble.
As an LPL Registered Representative, Bob helps you evaluate IRAs, education funding, mutual funds, and annuities in the context of your tax picture and personal goals.
Life, disability, long-term care, and annuity options coordinated with your estate and cash-flow plans — so protection fits the life you are building.
Tax planning, retirement planning, education funding, estate considerations, and investment strategies woven into one financial roadmap.
The roadmap
Call or book a conversation. Tell Bob whether you need tax prep, a planning review, retirement questions, or help coordinating investments and insurance.
He looks beyond a single return — goals, cash flow, risk, and next life stages — so recommendations fit your personal and financial priorities.
Leave with practical next steps for taxes, retirement, investments, and protection — reviewed as your situation changes.
Credentials
Credentials published on Bob’s background page, plus FINRA BrokerCheck for additional verification.
Certified Public Accountant
FINRA licenses through LPL Financial
Massachusetts insurance licenses
Accounting (cum laude) · MBA Finance
About Bob
Bob is a Certified Public Accountant and LPL Registered Representative. He is a cum laude graduate of Babson College, where he majored in Accounting and minored in Economics, and he holds an MBA in Finance from Bentley College. He has spent years in both private industry and public accounting serving clients across industries.
He uses that business experience to help clients navigate today’s challenges — developing financial strategies, tax-saving opportunities, and retirement and estate plans that support personal goals as well as financial ones.
Next step
FAQ
The office is at 49 Walpole Street, Suite 3, Norwood, MA 02062. Hours are Monday–Friday 9:00 AM – 5:00 PM; weekends by appointment. Call (781) 769-1700 or use the contact form to schedule.
Tax preparation and planning for individuals and businesses; investment and retirement planning (including IRAs and 529 plans); insurance and risk management; and coordinated estate and education funding guidance. Securities are offered through LPL Financial, Member FINRA/SIPC. Tax services are offered through Robert M. Danna, CPA, a separate entity from LPL Financial.
You work directly with Bob Danna — a Certified Public Accountant and LPL Registered Representative with an MBA in Finance from Bentley and a Babson accounting degree (cum laude).
Tax preparation is available through Robert M. Danna, CPA. Securities business may only be discussed or transacted with residents of CA, MA, MI, NH, NY, OR, RI, TX, and WA.
Call (781) 769-1700, email bob@dannacpa.com, or use the Book a conversation form on this page. Bring recent tax returns and a short list of goals if you have them.
You can review background information on FINRA BrokerCheck. Bob holds FINRA Series 6 and 63 licenses through LPL Financial and Massachusetts State Life and Health licenses.
Contact
Prefer the phone? Call (781) 769-1700. Prefer email? Send a short note with your name, best callback number, and what you would like to discuss.
Robert M. Danna, CPA
49 Walpole Street, Suite 3, Norwood, MA 02062
