Jeffrey N. Tomaneng, CFP®, ChFC®, CDFA™, CRC®,
"I help people align their financial lives with their personal values."
Jeff brings 20 years of experience in the financial services industry to his client relationships. He holds 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; life, health and variable insurance licenses; and the following professional designations:
CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), 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 Fund Specialist (CFS®), Chartered Mutual Fund Counselor (CMFC®), Accredited Asset Management Specialist (AAMS®), Certified Retirement Counselor (CRC®), Certified Divorce Financial Analyst® (CDFA™), Accredited Financial Counselor (AFC) and Accredited Investment Fiduciary (AIF®).
Jeff 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).
Jeff focuses on building long-term relationships with individuals, families and small businesses, working to help them manage and grow their assets, achieve their financial independence and protect their economic security.
Lifetime Needs Analysis
Personalized Strategies and Solutions Designed to Help Achieve Your Financial Goals
Objective Investment and Risk Management Advice
• Asset Management Services
• Retirement Planning
— 403(b), 457(b) and 401(k) Plans• Investments
— Roth IRA, Traditional IRA
— SIMPLE IRA, SEP IRA, 401(k)
— Lump Sum Rollovers
— Mutual Funds• Education Planning
— Annuities (fixed and variable)
— Stocks and Bonds
— 529 College Savings Plan• Insurance
— Coverdell Education Savings Account
— Disability• Customized Retirement Counseling
— Long-Term Care
As a full-service broker-dealer and as registered investment advisors, the Lincoln Investment Companies work through over 800 independent financial advisors located in over 280 branch offices. Our advisors serve the diverse and changing financial needs of more than 235,000 individual investors, representing over $23 billion in assets. With almost 50 years of industry leadership and specialized expertise in investment strategies, Lincoln Investment, as a broker/dealer and registered investment advisor, and Capital Analysts, Inc., as a registered investment advisor, have become resources to financial advisors, enabling them to provide their clients with a lifetime of financial services.
To learn more about how I can help you achieve your financial goals call
Registered Investment Advisors. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com.
Lincoln Investment Planning, Inc.
Ste 430 95 Sawyer Rd
Waltham, MA 02453
Lincoln Investment Planning, Inc.
218 Glenside Avenue
Wyncote, PA 19095
(215) 885-8113 [Fax]
* There is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss.
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