Dawn has more than three decades of experience in the financial services industry, including retail banking, retirement planning, and insurance. Dawn holds the FINRA Series 6, 7, 24, 63, and 66 securities registrations. She is also licensed in the lines of life, health, and accident insurance. Dawn is a fee-based financial planner and an Investment Adviser Representative with Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Dawn has a BS in Business Administration from Southern New Hampshire University and a graduate-level certificate in Financial Planning from Boston University.
Dawn has owned and operated her own practice since 2006, which is located in Beverly, Massachusetts, where she grew up. Her clients are individuals, families, and small businesses. She is certified in long-term care, holding the CLTC® designation, and holds the Accredited Investment Fiduciary® (AIF®) designation. As an AIF® designee, she is committed to putting the client's interests ahead of her own.
Dawn Rimari is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Dawn Rimari is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Dawn Rimari is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Dawn Rimari is required to act in a fiduciary capacity.When you’ve come this far, though, there’s one more factor that you cannot overlook. You need someone to help you devise a sensible financial plan.
At Commonwealth Financial Network in Beverly, Massachusetts, Dawn G. Rimari, AIF®, CLTC®, is a dedicated financial planner who will help you to develop a plan that is right for you, one that takes into account who you are now and where you want to go, a plan that will point you in the direction of your goals.
General Information |
| Insurance License#: | 7359532 |
| Name of Broker/Dealer: | COMMONWEALTH FINANCIAL NETWORK |
| States Licensed in: | AZ, CA, CT, FL, HI, MA, ME, MI, NH, PA, SD, TN, TX, UT, VA, WY. |
| Number of Years with Current Firm: | 16 |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Options & Futures, Bonds, Commodities, Annuities, Insurance, Mutual Funds, Stocks, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Phone, Email, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Accident, Disability |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $1000.00 |
| Compensation Methods: | Hourly, Flat Fee, Commissions, Based on Assets |
| Fee % Based on Assets: | 1% |
| Hourly Rate: | $250.00 |
Board Positions |
| Organization : | John Estrella Kidney Cancer Foundation, Beverly, MA |
| Position : | Board Member |
| Duration : | 01/01/2022-Present |
Education |
| Bachelor Of Science Business Administration - Business Administration | Southern New Hampshire University
2007-2018 |
| Graduate Level Certificate Financial Planning | Boston University
2005-2007 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. Commonwealth Financial Network ADV 2A Additional Detailed Disclosures |
Disclaimer |
This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, HI, MA, ME, MI, NH, PA, SD, TN, TX, UT, VA, WY. 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. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser. |
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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