TIAA

Financial advisor partnering with affluent clients to identify their financial goals, analyze their financial landscape, and develop recommendations that help them work towards well defined financial objectives. Communicating complex financial solutions to clients, utilizing interpersonal communication and relationship building skills. Building meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions.

https://locations.tiaa.org/advisors/jeffrey-tomaneng

Wealth Management Advisor

Jeffrey N. Tomaneng, CFP®

Provide informational sessions/workshops on personal finance topics, such as budgeting, debt management, investments, risk management, retirement planning, employee benefits, and estate planning.

Financial Planning Educator

Asset Management Resources, LLC

Provide financial planning guidance and solutions for moderately affluent individuals and families. Collaborate with divorce and family law attorneys to advise those going through the divorce process in understanding how the financial decisions made today will affect their future. Help individuals, couples, and their attorneys achieve equitable divorce settlements using knowledge of tax law, asset distribution, and short- and long-term financial planning. Prospect for and maintain client relationships. Deliver presentations and workshops to current and potential clients. Analyze personal financial data. Develop, present, and help implement financial plans. Network with financial professionals, legal professionals, and other centers of influence. Responsible for marketing, business development, and sales.

https://www.amrfinancial.com/

Wealth Advisor

Sapers & Wallack, Inc.

Advised and consulted with team members and the firm's clients on financial planning, investment planning, insurance planning, and wealth management issues. Relationship manager for our wealth management clients. Network with financial professionals, legal professionals, and other centers of influence. Responsible for client service, marketing, business development, and sales.

Director of Financial Planning

Lincoln Investment

Provided professional guidance and solutions for the financial and retirement planning needs of teachers, other educators and non-profit employees, and professionals. Prospected for and maintained client relationships. Delivered presentations and workshops to current and prospective clients. Analyzed investment performance data. Conducted due diligence on financial and insurance products and services. Developed, presented, and helped implement financial plans. Served as backup branch manager and managing principal. Helped manage and mentor other financial advisors and staff. Advised management with recruiting, advisor transition and streamlining operations processes.

http://www.lincolnInvestment.com

Financial Planner

U.S. Wealth Management

Marketed and provided financial planning, risk management and investment advisory services to the affluent, high net worth and small business owners. Coordinated financial affairs, developed comprehensive financial plans for individuals, families, and closely held businesses, addressing insurance, investment, and cash flow needs.

http://www.uswealthmanagement.com/

Baystate Financial

Established new client relationships. Prepared financial plans for individuals, families & small business owners, providing them with income, estate and gifting, retirement, and insurance planning advice, and assisting them with investment and asset allocation strategies.

http://www.baystatefinancial.com/

Bryant University Executive Development Center

Taught Retirement Planning & Employee Benefits to other financial professionals in CFP Board registered program.

http://edc.bryant.edu/programs/financial-planning/

Financial and Retirement Planning Instructor

Citizens Bank

Financial Consultant - Assistant Vice President

Citicorp Investment Services

https://online.citibank.com/US/JRS/pands/detail.doID=InvestingOverview

Financial Executive

For over 25 years, I have been helping individuals and families achieve financial freedom and health through personalized guidance and solutions. As a Wealth Advisor and a CERTIFIED FINANCIAL PLANNER™ professional, I collaborate with divorce and family law attorneys to advise clients going through the divorce process on how to protect their assets and plan for their future. I also provide comprehensive financial planning and wealth management services for moderately affluent clients, covering topics such as budgeting, investments, insurance, retirement, and estate planning.

In addition to my advisory role, I am passionate about educating others on personal finance. I have been quoted in various media outlets, such as MarketWatch.com, CNBC.com, Barron's, and NBCNews.com, and I have delivered presentations and workshops to current and potential clients on various financial topics. My mission is to bring clarity and confidence to financial decisions, so that my clients can have the choices and freedom they seek.

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Jeffrey Tomaneng

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Jeffrey Tomaneng's Linkedin Analytics