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Tomassi Financial Planning
Tomassi Financial Planning offers fee-only financial planning, retirement planning, and investment management. Pete Tomassi is the President and Founder and...
Overview
Tomassi Financial Planning offers fee-only financial planning, retirement planning, and investment management. Pete Tomassi is the President and Founder and a CERTIFIED FINANCIAL PLANNER™ who helps clients create financial plans that align wealth with values and design investment strategies for long-term growth. Investment management is treated as an integral part of a comprehensive financial plan rather than a standalone process.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Pete Tomassi
President and Founder, CERTIFIED FINANCIAL PLANNER™
Pete Tomassi
CERTIFIED FINANCIAL PLANNER™
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