Jeffrey N. Tomaneng,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey N. Tomaneng, CFP®

CLU®,CIMA®

Sapers & Wallack

275 Washington Street, Suite 110
Newton, MA 02458
FINANCIAL ADVISOR'S WEBSITE
(617) 715-0156 CONNECT WITH Jeffrey
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General

Jeffrey Tomaneng is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sapers & Wallack in Newton, MA and the surrounding communities.

Financial Advisor Overview

In my practice, I focus 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. 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. I help people align their financial lives with their personal values.

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Financial Advisor Experience

I bring over 20 years of experience in the financial services industry to my relationships with my clients. I am a graduate of Washington University in St. Louis with a Bachelor of Science in Business Administration and a minor in Psychology. I have earned Certificates in Financial Planning from New York University and Kaplan University and taught other financial professionals as a Retirement & Employee Benefits Planning instructor at Bryant University in their Financial Planning Certificate program. I continue to study all areas of financial planning and the financial planning process.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Financial Consultant (ChFC®)
  • Certified Retirement Counselor® (CRC®)
  • Other - APMA®,CLU®,CASL®,CLTC,LTCP,CFS®,RFC®,AFC®,CMFC®,CDFA™,CPFA,CCFS®

Insurance Licenses

  • Life insurance: MA, RI, CT, NY, NH, TX
  • Health/disability insurance: MA
  • Fixed annuities: MA, RI, CT, NY, NH, TX
  • Variable annuities: MA, RI, CT, NY, NH, TX

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Advisory services offered through Capital Analysts, Legend Advisory, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Limited Partnerships, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources