# Tomassi Financial Planning

Tomassi Financial Planning is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** tomassifinancialplanning.com

## Regulatory record

- **CRD number:** 166577
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166577

## About

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.

## People

- Pete Tomassi — President and Founder, CERTIFIED FINANCIAL PLANNER™
- Pete Tomassi — CERTIFIED FINANCIAL PLANNER™

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Last updated: 2026-08-11T15:08:22.057Z

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