David F. Tomasetti,  CFP<sup>&reg;</sup> - Financial Advisor

David F. Tomasetti, CFP®

President

Tomasetti Investment Group, LLC

233 Needham St, 3rd Fl
Newton, MA 02464
FINANCIAL ADVISOR'S WEBSITE
(617) 454-1200

General

David Tomasetti is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tomasetti Investment Group, LLC in Newton, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Asset Allocation, Investment Management, Getting Divorced, Insurance, Retirement, Stocks & Bonds, Sudden Wealth

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Helpful Financial Planning Resources