Pete Tomassi Email & Phone Number

Fee-Only CFP®, Fee-Only Wealth Manager, Fiduciary, Owner @ Tomassi Financial Planning, LLC

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Pete Tomassi Location

Wichita, KS, US

Pete Tomassi Work

2012 - now Fee-Only CFP®, Fee-Only Wealth Manager, Fiduciary, Owner @ Tomassi Financial Planning, LLC
2013 - now Adjunct Professor @ Liberty University
2011 - 2012 Financial Advisor, Fiduciary, Fee-Only CFP® @ Blue Trust

2010 - 2011 Financial Advisor, CERTIFIED FINANCIAL PLANNER™ @ USAA
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2005 - 2009 Financial Advisor @ UBS Group AG
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1995 - 2004 Missionary @ Awana ®
1989 - 1995 Cryptologic Linguist @ United States Air Force

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Pete Tomassi Education

College for Financial Planning
Master of Science (Personal Financial Planning)
2010 - 2012
Wayland Baptist University
Bachelor of Science (Business)
2007 - 2009
Word of Life Bible Institute
Diploma (Biblical Studies)
1992 - 1993

Defense Language Institute
Diploma (Foreign Languages, Literatures, and Linguistics)
1989 - 1990
Long Island University
(Marine Sciences)
1984 - 1986

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Pete Tomassi Skills

Investments
Public Speaking
Theatre

Finance
Financial Services
Retirement Planning
Wealth Management
Financial Planning
Liberty

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Pete Tomassi Summary

Pete Tomassi, based in Wichita, KS, US, is currently a Fee-Only CFP®, Fee-Only Wealth Manager, Fiduciary, Owner at Tomassi Financial Planning, LLC. Pete Tomassi brings experience from previous roles at Liberty University, Ronald Blue & Co., USAA and UBS Wealth Management. Pete Tomassi holds a 2010 - 2012 Master of Science in Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Investments, Public Speaking, Theatre, Finance, Financial Services and more. Pete Tomassi has 2 emails and 1 mobile phone numbers on RocketReach.

Pete Tomassi Emails

Found 2 emails

Pete Tomassi Phone Numbers

Found 2 phone numbers

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