Tomassi Financial Planning LLC

Tomassi Financial Planning LLC


Financial Services

About Us

If you are frustrated by the uncertainty in your financial world, concerned about over spending and under saving, and worried about reaching your financial goals and dreams...especially retirement, then keep reading. I am passionate about helping my clients feel better and think better about their financial world.

I work with people who are serious about reaching their financial goals and dreams but are sick and tired of feeling like they're just winging it with their finances. Some of the people who hire me are anxious about their investments, others are unhappy paying commissions for financial products and services that they don't understand or may not need, and many are discouraged because they can't seem to get control of their finances.

My clients want a financial life plan that will guide them from where they are today to where they want to be in the future, and they want an investment strategy that they understand and won't keep them up at night.

If you are passionate about reaching your financial goals and realizing your dreams, contact me to investigate if working with a fee-only CFP® is a good fit for you.

I created Tomassi Financial Planning with the mission of helping people make wise money decisions so that they can enjoy financial peace of mind today and tomorrow. I help my clients envision their dreams for the future, build financial tracks to that future, and then stay on those tracks.

Video Media


  • Financial Coach and Wealth Manager
  • Fee-Only, No Commissions
  • Retirement Planning
  • Align Your Wealth With Your Values and Experience True Financial Peace of Mind
  • Fee-Only Investment Management


Pete Tomassi, Financial Coach and Wealth Manager
Happy Family
Family Milestones
Family Legacy
Financial Peace of Mind - Goals and Dreams Reached

Rep/Contact Info

Card image cap
View Personal Bio
Pete Tomassi
Financial Coach and Wealth Manager