Peter W. Tomasch, Cfp(R)

Peter W. Tomasch, Cfp(R) Email and Phone Number

Senior Director at Choreo @ Choreo
Peter W. Tomasch, Cfp(R)'s Location
Washington DC-Baltimore Area, United States, United States
Peter W. Tomasch, Cfp(R)'s Contact Details

Peter W. Tomasch, Cfp(R) work email

Peter W. Tomasch, Cfp(R) personal email

About Peter W. Tomasch, Cfp(R)

Choreo has the unique ability to combine financial planning with wealth and tax management. We construct low-cost tax-efficient investment strategies that are based on the needs and risk attitudes of our clients. I am a Certified Financial Planner™, a fee-based financial advisor, and I am held to the fiduciary standard in serving my clients.Specialities: • Investment Planning • Financial Independence Planning • Tax Planning • Estate Planning

Peter W. Tomasch, Cfp(R)'s Current Company Details
Choreo

Choreo

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Senior Director at Choreo
Peter W. Tomasch, Cfp(R) Work Experience Details
  • Choreo
    Senior Director, Wealth Management
    Choreo 2015 - Present
    Chicago, Il, Us
    Financial Advisor at Choreo (formerly Cherry Bekaert Wealth Management)
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  • Financial Planning Association Of Central Virginia
    President & Chairman
    Financial Planning Association Of Central Virginia 2017 - 2019
    Denver, Colorado, Us
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  • Financial Planning Association Of Central Virginia
    Director Of Programs
    Financial Planning Association Of Central Virginia 2014 - 2016
    Denver, Colorado, Us
    View
  • The Colony Group (Formerly Capgroup Advisors)
    Senior Associate Financial Counselor
    The Colony Group (Formerly Capgroup Advisors) 2006 - 2015
    Boston, Massachusetts, Us
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  • Dickerson Jackson And Associates
    Intern
    Dickerson Jackson And Associates 2005 - 2005
    St. Louis, Missouri, Us
    View

Peter W. Tomasch, Cfp(R) Skills

Wealth Management Retirement Planning Tax Management Investments Financial Planning Estate Planning

Peter W. Tomasch, Cfp(R) Education Details

  • Virginia Commonwealth University
    Virginia Commonwealth University
    Finance

Frequently Asked Questions about Peter W. Tomasch, Cfp(R)

What company does Peter W. Tomasch, Cfp(R) work for?

Peter W. Tomasch, Cfp(R) works for Choreo

What is Peter W. Tomasch, Cfp(R)'s role at the current company?

Peter W. Tomasch, Cfp(R)'s current role is Senior Director at Choreo.

What is Peter W. Tomasch, Cfp(R)'s email address?

Peter W. Tomasch, Cfp(R)'s email address is pw****@****ail.com

What schools did Peter W. Tomasch, Cfp(R) attend?

Peter W. Tomasch, Cfp(R) attended Virginia Commonwealth University.

What skills is Peter W. Tomasch, Cfp(R) known for?

Peter W. Tomasch, Cfp(R) has skills like Wealth Management, Retirement Planning, Tax Management, Investments, Financial Planning, Estate Planning.

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