Jeffrey Tomaneng
Financial Services Professional & Financial Literacy Advocate
Personal Notes
Whether it’s formal education from schools and professional organizations, getting to know people in my personal and professional relationships, or just through my life experiences, I feel like I’m always learning. I love being able to take that education and knowledge and find ways to use it to make the lives of my clients and students better. It helps me to align their finances with their personal values.
Bio
Jeff Tomaneng is a financial planner, counselor, and educator who works with individuals, families, small businesses, and non-profit organizations. He holds a Bachelor of Science in Business Administration from Washington University in St. Louis (Wash U), a Certificate in Financial Planning from New York University (NYU), and a Certificate in Investment Management Theory and Practice from Massachusetts Institute of Technology (MIT). Jeff is an Accredited Financial Counselor (AFC®), Certified Retirement Counselor (CRC®), CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), and is an NFEC Certified Financial Education Instructor.
Jeff has held financial advisory positions at Smith Barney, Dean Witter, Citibank and New England Financial, and is currently a Financial Planner with Lincoln Investment Planning. He has served on the adjunct faculty of Bryant University and presently teaches personal finance classes for corporate and governmental organizations. He is a member of the Financial Planning Association (FPA), where he has held leadership roles on national and state levels, Investments & Wealth Institute (formerly IMCA), Society of Financial Service Professionals (SFSP), and the Association for Financial Counseling and Planning Education (AFCPE).
Jeff has been quoted in MarketWatch.com, CNBC.com, Barron’s, Investment News, Retirement Advisor Magazine, and NBCNews.com. Jeff lives in the Boston area with his wife, son, and their two cats.
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