About Jeff

Jeffrey N. Tomaneng, CLU^®, ChFC^®, CASL, CSA, CLTC, LTCP, CFS, CMFC, RFC, CFP^®  

In his practice, Jeff focuses on building long-term relationships with individuals, families and businesses, working to help them manage and grow their assets, achieve their financial independence and protect their economic security.

Jeff brings over 15 years of experience in the financial services industry to his relationships with his clients.  Jeff is a graduate of Washington University in St. Louis with a Bachelor of Science in Business Administration and a minor in Psychology, and he has earned a Certificate in Financial Planning from New York University.  Committed to furthering his education and knowledge whenever possible, he holds the following professional designations:

- CERTIFIED FINANCIAL PLANNER™ Professional (CFP^®)

- Chartered Financial Consultant (ChFC^®)

- Registered Financial Consultant (RFC)

- Chartered Life Underwriter (CLU^®)

- Chartered Advisor in Senior Living (CASL^®)

- Certified Senior Advisor (CSA)

- Certified in Long-Term Care (CLTC)

- Long-Term Care Professional (LTCP)

- Certified Fund Specialist (CFS)

- Chartered Mutual Fund Counselor (CMFC)

Jeff has 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 and has served on national and state committees. He is a member of the National Association of Insurance and Financial Advisors and has served on the state board of directors. Jeff also holds membership in the Society of Financial Service Professionals and the Boston Estate Planning Council.

Jeff genuinely cares for his clients, and that drives his commitment to educating them, helping them identify and address their financial planning issues, implementing and servicing their financial strategies and continually monitoring their progress.