Jeffrey N. Tomaneng,
"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 has earned a Bachelor of Science in Business Administration and 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 served on the adjunct faculty of Bryant University where he taught Retirement Planning and Employee Benefits to other professionals in their Financial Planning Certificate program. He 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 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 850 independent financial advisors located in over 300 branch offices across 36 states. Our advisors serve the diverse and changing financial needs of more than 250,000 individual investors, representing over $19 billion in assets. With over 40 years of industry leadership and specialized expertise in the delivery of 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 (781) 647-3050 or visit www.lincolninvestment.com.Advisory services offered through Capital Analysts, Inc. or Lincoln Investment,
Registered Investment Advisors. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com.
Lincoln Investment Planning, Inc.
Ste 210 51 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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