David Tomasetti, Cfp®

David Tomasetti, Cfp® Email and Phone Number

Investment / Wealth Manager - Financial Adviser guiding clients to and through retirement. @
David Tomasetti, Cfp®'s Location
Needham Heights, Massachusetts, United States, United States
David Tomasetti, Cfp®'s Contact Details

David Tomasetti, Cfp® work email

David Tomasetti, Cfp® personal email

n/a

David Tomasetti, Cfp® phone numbers

About David Tomasetti, Cfp®

I’m a Wealth Manager, a Certified Financial Planner™, and the President of Tomasetti Investment Group, LLC (TIG), a registered investment advisor and independent financial planning firm (that is a boutique by design), in Newton, Massachusetts. I work with a variety of clients, from Gen X-ers to retirees, most of whom are (or have become) friends and their well being is important to me.My Story:In 2005, I founded Tomasetti Investment Group, LLC (TIG) to guide some of my then hedge fund clients through retirement. Prior to founding TIG, I spent 16 years managing the Tomasetti Investment Limited Partnership, a hedge fund that I started in 1993.Clients work with me because of my proactive mentality and approach toward walking them toward and/or through retirement, in a way that makes them feel comfortable. Because investment management is the crux of both wealth management and financial planning, I do not “handoff” that process to a “team”; I manage my clients' portfolios just as I manage my own money. I put my name on the company so that my clients know I am responsible for their results. I have been investing (and planning) for almost my whole life, since I was a teenager. While this process is intuitive to me, I realize that it's not for most people. As a result, I really enjoy helping others, and in particular guiding them, with any questions they may have.Specialty: Fee-based Investment management and retirement planning services to individuals and families with a special focus on small business owners, retirees, and professionals.

David Tomasetti, Cfp®'s Current Company Details
Tomasetti Investment Group, LLC

Tomasetti Investment Group, Llc

Investment / Wealth Manager - Financial Adviser guiding clients to and through retirement.
David Tomasetti, Cfp® Work Experience Details
  • Tomasetti Investment Group, Llc
    President
    Tomasetti Investment Group, Llc Jan 2006 - Present
    Needham, Massachusetts, United States
    Tomasetti Investment Group, LLC is a Massachusetts registered investment advisor and financial planning firm that provides individuals and families with comprehensive wealth management services.
  • Tomasetti Investment, L.P.
    General Partner
    Tomasetti Investment, L.P. Jan 1993 - Nov 2008
    Newton, Ma
    Tomasetti Investment Limited Partnership is a Massachusetts limited partnership organized on January 27, 1993. The Fund's Investment strategy is long-term growth of capital.
  • Vega Investor'S, L.P.
    General Partner
    Vega Investor'S, L.P. Jan 1996 - Dec 1997

David Tomasetti, Cfp® Skills

Wealth Management Investment Management Financial Planning Portfolio Management Investment Strategies Retirement Planning Investments

David Tomasetti, Cfp® Education Details

  • Boston University Center For Professional Education
    Boston University Center For Professional Education
    Certification In Financial Planning

Frequently Asked Questions about David Tomasetti, Cfp®

What company does David Tomasetti, Cfp® work for?

David Tomasetti, Cfp® works for Tomasetti Investment Group, Llc

What is David Tomasetti, Cfp®'s role at the current company?

David Tomasetti, Cfp®'s current role is Investment / Wealth Manager - Financial Adviser guiding clients to and through retirement..

What is David Tomasetti, Cfp®'s email address?

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What is David Tomasetti, Cfp®'s direct phone number?

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What schools did David Tomasetti, Cfp® attend?

David Tomasetti, Cfp® attended Babson College, Boston University Center For Professional Education.

What skills is David Tomasetti, Cfp® known for?

David Tomasetti, Cfp® has skills like Wealth Management, Investment Management, Financial Planning, Portfolio Management, Investment Strategies, Retirement Planning, Investments.

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