Pete  Tomassi,  CFP<sup>&reg;</sup> - Financial Advisor

Pete Tomassi, CFP®

Tomassi Financial Planning, LLC

1635 Foxtrail Drive
Loveland, CO 80538
FINANCIAL ADVISOR'S WEBSITE
(970) 232-8851 CONNECT WITH Pete
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General

Pete Tomassi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tomassi Financial Planning, LLC in Loveland, CO and the surrounding communities.

Financial Advisor Overview

Tomassi Financial Planning, LLC is a fee-only, fiduciary financial planning and wealth management company offering financial planning, coaching, and investment management services.

If you are frustrated by the uncertainty in your financial world, concerned about over spending and under saving, and worried about reaching your financial goals and dreams...especially retirement, then keep reading.

I am passionate about helping my clients feel better and think better about their financial world. I work with people who are serious about reaching their financial goals and dreams but are sick and tired of feeling like they're just winging it with their finances.

Some of the people who hire me are anxious about their investments, others are unhappy paying commissions for financial products and services that they don't understand or may not need, and many are discouraged because they can't seem to get control of their finances.

My clients want a financial life plan that will guide them from where they are today to where they want to be in the future, and they want an investment strategy that they understand and won't keep them up at night.

If you are passionate about reaching your financial goals and realizing your dreams, contact me to investigate if working with a fee-only CFP® is a good fit for you.

I created Tomassi Financial Planning with the mission of helping people make wise money decisions so that they can enjoy financial peace of mind today and tomorrow. I help my clients envision their dreams for the future, build financial tracks to that future, and then stay on those tracks.

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Financial Advisor Experience

Since 2005, I have been working with people who want to make wise financial decisions so that they can enjoy life, realize their dreams, and experience financial peace of mind.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Corporate Finance, Investment Management, Employee Benefits, Government & Military, Irregular Income, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources