Jeffrey Tomaneng
Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Professional
Financial Adviser at Lincoln Investment in Waltham, MA
About
I help people align their financial lives with their personal values. Bringing 20 years of experience in financial services, I focus on building long-term relationships with individuals, families and small businesses, working to help them manage and grow their assets, achieve their financial independence and protect their economic security. I genuinely care for my clients, and that drives my commitment to educating them, helping them identify and address their financial planning issues, implementing and servicing their financial plans and continually monitoring their progress.
Address
95 Sawyer Rd Ste 430 in Waltham, MA 02453Info
Reviews
Peer Endorsements
Best Answers
Specialties
- Annuities
- Life Insurance
- Mutual Funds
- Retirement Planning
Credentials
Associations
Financial Planning Association
Society of Financial Service Professionals (SFSP)
Certifications
Accredited Asset Management Specialist (AAMS®)
Accredited Financial Counselor (AFC)
Accredited Investment Fiduciary (AIF®)
Accredited Portfolio Management Advisor (APMA®)
CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Certified Divorce Financial Analyst® (CDFA™)
Certified Fund Specialist (CFS®)
Certified Investment Management Analyst® (CIMA®)
Certified Retirement Counselor (CRC®)
Certified Senior Advisor (CSA®)
Certified in Long-Term Care (CLTC)
Chartered Advisor in Senior Living (CASL®)
Chartered Financial Consultant (ChFC®)
Chartered Life Underwriter (CLU®)
Chartered Mutual Fund Counselor (CMFC®)
Registered Financial Consultant (RFC®)
Accomplishments
Awards
America's Top Financial Planners Member
Five Star Wealth Manager - Boston Area
Million Dollar Round Table (MDRT) Qualifier
Publications
Speaking Engagements
Background
Experience
Marketing Assistant
Account Executive
Financial Consultant
Financial Executive
Financial Consultant - Assistant Vice President
Financial Planner
Instructor - Retirement Planning & Employee Benefits
Board Member
Financial Planner
Task Force Member - Annual Conference
Financial Representative
Director of Programming - Board Member
Task Force Member - Annual Conference
Task Force Member - Annual Conference
Education
McLeansboro High School
Washington University in St. Louis
Washington University in St. Louis - Olin Business School
New York University
Kaplan University
The American College
Massachusetts Institute of Technology - Sloan School of Management
College for Financial Planning
Disclosure
Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisor. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com.
