Director of Financial Planning
Jeff Tomaneng joins Sapers & Wallack as the Director of Financial Planning after an extensive career as a financial planner, wealth advisor, counselor, and educator who has worked with individuals, families, businesses, and non-profit organizations alike. Forever passionate about learning and educating, Jeff brings his love of human relationship building to every personal and professional interaction he has, using his knowledge base to help better the lives of his students and clients. His primary focus is to handle each client as a distinct individual, working with them to align their finances with their personal values and long-term goals.
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 Retirement Counselor (CRC®), Certified Investment Management Analyst (CIMA®), and Certified Financial Planner™ Professional (CFP®). Jeff is a member of the Financial Planning Association® (FPA®) where he has served on national and state committees and the Massachusetts board of directors. He currently serves as the President of FPA of Massachusetts.
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. He lives in the Boston area with his wife, son, rabbit and two cats.Visit my LinkedIn page