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May FPA DEI Learning Series Call: A Financial Planners Journey: Perspectives as a First Generation Filipino American

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Includes a Live Event on 05/26/2022 at 1:00 PM (MDT)

Join the Asian-American/Pacific Islander Knowledge Circle for a special presentation as they celebrate Asian American and Pacific Islander Heritage Month on the May FPA DEI Learning Series presentation. Jeff Tomaneng is a first-generation Filipino-American CFP® professional. He'll share his experiences, growing up in a small town in Illinois, living in St. Louis, Charlotte, New York, and suburban Boston and how his life experience with racism and different cultures have helped shape him. Jeff will share his professional journey from wirehouse to bank to insurance agency to independent broker-dealer to RIA and how he uses his life experiences to better connect with his clients and colleagues.

Jeffrey N. Tomaneng, CFP®, CLU®, CIMA®

Wealth Advisor

Asset Management Resources, LLC

Jeff Tomaneng is a Wealth Advisor at Asset Management Resources in Boston and Cape Cod. He advises moderately affluent individuals and families navigating life events to help them make good decisions with their money. 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 Investment Management Analyst (CIMA®), Chartered Life Underwriter (CLU®), Certified Divorce Financial Analyst (CDFA®), and CERTIFIED FINANCIAL PLANNER™ Professional (CFP®). Jeff is an active member of the Financial Planning Association® (FPA®) where he has served on national and state committees and past president of the Massachusetts chapter. 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.

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May FPA DEI Learning Series Call: A Financial Planners Journey: Perspectives as a First Generation Filipino American
05/26/2022 at 1:00 PM (MDT)   |  60 minutes
05/26/2022 at 1:00 PM (MDT)   |  60 minutes Join the Asian-American/Pacific Islander Knowledge Circle for a special presentation as they celebrate Asian American and Pacific Islander Heritage Month on the May FPA DEI Learning Series presentaion. Jeff Tomaneng is a first-generation Filipino-American CFP® professional. He'll share his experiences, growing up in a small town in Illinois, living in St. Louis, Charlotte, New York, and suburban Boston and how his life experience with racism and different cultures have helped shape him. Jeff will share his professional journey from wirehouse to bank to insurance agency to independent broker-dealer to RIA and how he uses his life experiences to better connect with his clients and colleagues.
Course Evaluation
7 Questions
Certificate of Completion
Live Viewing: 0.0 CFP CE credits and certificate available
Live Viewing: 0.0 CFP CE credits and certificate available