Tomassi Financial Planning

If you are looking for someone to help you make sense of your financial world, create financial plans that align your wealth with your values, and design an investment strategy for long-term growth, then consider making a complimentary appointment with me to discuss your financial world.

The people I work with come from various ages, stages, and income levels. They are typically frustrated by the uncertainty in their financial world, sick and tired of winging it with their finances, and worried about reaching their financial goals and dreams, especially retirement. Some of them are discouraged because they can’t seem to gain control of their finances, they’re concerned about over spending and under saving, anxious about their investments, and weary of paying commissions to their current advisors. They’re essentially fed up with all of the question marks in their financial world. If any of these issues resonate with you, considering investigating whether working with a fee-only financial planner makes sense for you.

I’m a veteran of the United States Air Force, the President and Founder of Tomassi Financial Planning LLC, a board CERTIFIED FINANCIAL PLANNER™ and I have a Master’s of Science Degree in Personal Financial Planning.

Prior to founding Tomassi Financial Planning, I worked for my clients as a financial advisor with UBS Wealth Management, USAA Investment Management Co., and Ronald Blue & Co.

In addition to serving the needs of my clients, I am also an adjunct professor at the Liberty University School of Business where I help to instruct and equip the next generation of financial leaders.