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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 a...
Tomassi Financial Planning
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™
Frequently asked questions
What is Tomassi Financial Planning?
Tomassi Financial Planning is a ria based in United States.
Where is Tomassi Financial Planning headquartered?
Tomassi Financial Planning is headquartered in United States, in the North America region.
What does Altss track for Tomassi Financial Planning?
Altss maintains an OSINT-verified profile of Tomassi Financial Planning covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Tomassi Financial Planning's website?
Tomassi Financial Planning's public website is tomassifinancialplanning.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Tomassi Financial Planning?
Tomassi Financial Planning is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on Tomassi Financial Planning?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Tomassi Financial Planning's Altss profile last updated?
Tomassi Financial Planning's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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