"I help people align their financial lives with their personal values."
Jeffrey N. Tomaneng, CFP®, CDFA™, CRC®
CERTIFIED FINANCIAL PLANNERTM professional
or Fax: (866) 394-1266
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.
He 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.
Jeff counsels his clients to get their entire financial house in order and keep it that way forever.
This client-centered approach to investment planning can help you assemble a diversified portfolio* including insurance and risk management strategies designed to help meet your unique needs.
About Lincoln Investment
As a full-service broker-dealer and as registered investment advisors, the Lincoln Investment Companies work through over 800 independent financial advisors located in 250 branch offices. Our advisors serve the diverse and changing financial needs of more than 235,000 individual investors, representing over $24.7 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, 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
or Fax: (866) 394-1266 or visit www.lincolninvestment.com.
Advisory services offered through Capital Analysts or Lincoln Investment,
Registered Investment Advisors. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com.
Ste 430 95 Sawyer Rd
Waltham, MA 02453
601 Office Center Drive Suite 300
Fort Washington, PA 19034
(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.