Jeff Tomaneng is a Wealth Advisor at Asset Management Resources in Boston and Cape Cod. He advises moderately affluent individuals and families navigating life events to help them make good decisions with their money. Jeff 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 a Certified Investment Management Analyst (CIMA®), Chartered Life Underwriter (CLU®), Certified Divorce Financial Analyst (CDFA®), and CERTIFIED FINANCIAL PLANNER™ Professional (CFP®). Jeff is an active member of the Financial Planning Association® (FPA®) where he has served on national and state committees and past president of the Massachusetts chapter. Jeff has been quoted in MarketWatch.com, CNBC.com, Barron’s, Investment News, Retirement Advisor Magazine, Yahoo Finance, Investors' Business Daily, and NBCNews.com, and he has been named to Investopedia’s list of Top 100 Financial Advisors.
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