David Tomasetti, Cfp® work email
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David Tomasetti, Cfp® personal email
David Tomasetti, Cfp® phone numbers
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.
Tomasetti Investment Group, Llc
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PresidentTomasetti Investment Group, Llc Jan 2006 - PresentNeedham, Massachusetts, United StatesTomasetti Investment Group, LLC is a Massachusetts registered investment advisor and financial planning firm that provides individuals and families with comprehensive wealth management services.
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General PartnerTomasetti Investment, L.P. Jan 1993 - Nov 2008Newton, MaTomasetti Investment Limited Partnership is a Massachusetts limited partnership organized on January 27, 1993. The Fund's Investment strategy is long-term growth of capital.
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General PartnerVega Investor'S, L.P. Jan 1996 - Dec 1997
David Tomasetti, Cfp® Skills
David Tomasetti, Cfp® Education Details
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Accounting -
Boston University Center For Professional EducationCertification 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?
David Tomasetti, Cfp®'s email address is da****@****ent.com
What is David Tomasetti, Cfp®'s direct phone number?
David Tomasetti, Cfp®'s direct phone number is +161724*****
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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