Profile

Mr. Jeffrey Tomaneng, CFP®,CLU®,CIMA®

Financial Advisor,
Lincoln Investment- New England

Contact Details

Lincoln Investment- New England
95 Sawyer Rd.
Ste 430
Waltham, MA
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Investment Planning KC Mbr
Business Success KC Mbr
Retirement Planning KC Mbr

Social Links


Bio

"I help people align their financial lives with their personal values."

Education

fi360, Inc.
Bridgeville, Pennsylvania, United States
AIF®, 2013
Fiduciary Studies
2013 To 2013

Institute for Divorce Financial Analysts®
Durham, North Carolina, United States
CDFA™, 2014
Divorce Financial Planning
2013 To 2014

Association for Financial Counseling and Education
Alexandria, Virginia, United States
AFC, 2013
Financial Counseling
2012 To 2013

International Foundation for Retirement Education
Lubbock, Texas, United States
CRC®, 2012
Retirement Counseling
2012 To 2012

College for Financial Planning
Greenwood Village, Colorado, United States
CMFC®, AAMS®
2006 To 2012

The American College
Bryn Mawr, Pennsylvania, United States
ChFC®, CLU®, CASL®, 2005
Financial Planning, Insurance Planning, Retirement Coaching
2004 To 2005

New York University
New York, New York, United States
Certificate, 2003
Financial Planning
2003 To 2003

Kaplan College
United States
Certificate, 2003
Financial Planning
2001 To 2003

Washington University in St. Louis - Olin Business School
St. Louis, Missouri, United States
BSBA, 1992
Business
1989 To 1992

Washington University in St. Louis
St. Louis, Missouri, United States
BSBA, 1992
Business, Psychology
1988 To 1992

McLeansboro High School
McLeansboro, Illinois, United States
Diploma, 1988
1984 To 1988

Professional Associations

Investment Management Consultants Association (IMCA)
2014 - Present

Association for Financial Counseling & Planning Education (AFCPE)
2012 - Present

National Tax-Deferred Savings Association (NTSA)
2012 - Present

Financial Services Institute (FSI)
2010 - Present

National Association of Insurance and Financial Advisors (NAIFA)
2003 - 2014

Financial Planning Association® (FPA®)
2003 - Present

Society of Financial Service Professionals (SFSP)
2002 - Present

Job History

Financial Planning Association
Task Force Member - Annual Conference
August 2014 - present

Lincoln Investment
Financial Advisor
Waltham, MA
January 2009 - present

Financial Planning Association of Massachusetts
Director of Programming - Board Member
MA
January 2011 - December 2013

Financial Planning Association
Task Force Member - Annual Conference
September 2011 - October 2012

Financial Planning Association
Task Force Member - Annual Conference
July 2007 - October 2010

U.S. Wealth Management
Financial Planner
Braintree, MA
June 2007 - December 2008

NAIFA Massachusetts
Board Member
MA
July 2006 - June 2008

Baystate Financial Services
Financial Planner
Wellesley, MA
February 2002 - June 2007

Bryant University Executive Development Center
Instructor - Retirement Planning & Employee Benefits
Smithfield, RI
April 2006 - July 2006

Citizens Financial Services
Financial Consultant - Assistant Vice President
Braintree, MA
January 2001 - February 2002

Citicorp Investment Services
Financial Executive
Plainview & Port Washington, NY
June 1999 - January 2001

Republic Financial Services
Financial Consultant
New York, NY
January 1998 - June 1999

Dean Witter Reynolds
Account Executive
New York, NY
May 1995 - November 1997

Smith Barney
Marketing Assistant
Charlotte, NC
August 1993 - April 1995

Honors and Awards

America's Top Financial Planners Member
Consumers' Research Council of America (2006, 2007, 2008)
2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 20

Five Star Wealth Manager - Boston Area
Five Star Professional
2013, 2014, 2015, 2016, 2017

Million Dollar Round Table Qualifier
Million Dollar Round Table (MDRT)
2006