Pete Tomassi Email & Phone Number
Fee-Only CFP®, Fee-Only Wealth Manager, Fiduciary, Owner @ Tomassi Financial Planning, LLC
Pete Tomassi's Location
Loveland, CO, US
Pete Tomassi's Work
- Fee-Only CFP®, Fee-Only Wealth Manager, Fiduciary, Owner @ Tomassi Financial Planning, LLC
- Adjunct Professor @ Liberty University
- Financial Advisor, Fiduciary, Fee-Only CFP® @ Blue Trust
- Financial Advisor, CERTIFIED FINANCIAL PLANNER™ @ USAA
- Financial Advisor @ New York Fitness
- Missionary @ Awana ®
- Cryptologic Linguist @ United States Air Force
Pete Tomassi's 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
Pete Tomassi's Skills
- Investments
- Public Speaking
- Theatre
- Finance
- Financial Services
- Retirement Planning
- Wealth Management
- Financial Planning
- Liberty
Pete Tomassi's Summary
Pete Tomassi, based in Loveland, CO, US, is currently a Fee-Only CFP®, Fee-Only Wealth Manager, Fiduciary, Owner at Tomassi Financial Planning, LLC, bringing 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 contributes valuable insights to the industry. Pete Tomassi has 2 emails on RocketReach.
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