Asset Management Resources LLC in Hyannis has announced that Jeffrey N. Tomaneng, CFP®, CIMA® of Newton has joined AMR as a wealth advisor.
In this role, Tomaneng will be primarily responsible for advising and consulting with AMR clients on financial planning, investment planning and wealth management issues.
Tomaneng has more than 25 years of advising individuals, families, businesses and non-profit organizations on how to achieve financial success. He joins AMR from Sapers and Wallack, Inc., where he was director of Financial Planning. Prior to that, he worked as a financial advisor at Lincoln Investment, US Wealth Management, Citi, Republic National Bank and Morgan Stanley.
Tomaneng earned a Bachelor of Science degree in Business Administration from the Olin Business School at Washington University in St. Louis. He later earned a Certificate in Financial Planning from New York University and a Certificate in Investment Management Theory and Practice from Massachusetts Institute of Technology Sloan School of Management.
He is a past president of the Financial Planning Association® (FPA®) of Massachusetts and has held leadership positions for FPA® at both the state and national levels. Demonstrating the value of his contributions to his profession, Tomaneng has been honored with financial planning awards, as a Five Star Wealth Manager and as a member of America’s Top Financial Planners and the Investopedia 100.
“I have known Jeff for many years through his work with the Financial Planning Association® and the financial planning industry. He embodies the experience, expertise, and work ethic that we embrace at AMR,” said Chris Boyd, AMR founder and CEO. “I am delighted that Jeff has chosen to work with our growing firm. I am confident that he will be a great asset to AMR and our clients.”
