About Jeff

Jeff Tomaneng brings 20 years of experience in the financial services industry to his client relationships. He has earned a Bachelor of Science in Business Administration with a minor in Psychology from Washington University in St. Louis and a Certificate in Financial Planning from New York University. He holds FINRA Series 7, 24, 63 and 65 registrations and life, health and variable insurance licenses.

Jeff served on the adjunct faculty of Bryant University where he taught Retirement Planning and Employee Benefits to other professionals in their Financial Planning Certificate program. He is a member of the Financial Planning Association® (FPA®) where he has served on national and state committees and the Massachusetts board of directors. He has served on the Massachusetts board of directors for the National Association of Insurance and Financial Advisors (NAIFA). Jeff also holds membership in the Society of Financial Service Professionals (SFSP), the Investment Management Consultants Association (IMCA®), the National Tax-Deferred Savings Association (NTSA), the Association for Financial Counseling and Planning Education (AFCPE) and the Financial Services Institute (FSI).

Committed to furthering his education, he maintains the following professional designations:

  • CERTIFIED FINANCIAL PLANNER Professional (CFP®)
  • Certified Investment Management Analyst® (CIMA®)
  • Registered Financial Consultant (RFC®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Advisor for Senior Living (CASL®)
  • Certified in Long-Term Care (CLTC)
  • Certified Senior Advisor (CSA®)
  • Certified Fund Specialist (CFS®)
  • Chartered Mutual Fund Counselor (CMFC®)
  • Accredited Asset Management Specialist (AAMS®)
  • Certified Retirement Counselor (CRC®)
  • Accredited Financial Counselor (AFC®)
  • Accredited Investment Fiduciary (AIF®)
  • Certified Divorce Financial Analyst® (CDFA)
  • Certified Plan Fiduciary Advisor (CPFA)
  • Accredited Portfolio Management AdvisorSM (APMA®)