Peter J. Tomassi
Professional summary
Peter John Tomassi, CFP®, who also goes by Peter Tomassi, is a registered financial advisor currently at TOMASSI FINANCIAL PLANNING, LLC located in Berthoud, Colorado.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Peter has worked at 6 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter John Tomassi's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
February 22, 2013 - Present
TOMASSI FINANCIAL PLANNING, LLC
August 24, 2011 - November 30, 2012
RONALD BLUE & CO., LLC
May 3, 2010 - August 9, 2011
USAA FINANCIAL PLANNING SERVICES
February 2, 2010 - August 9, 2011
USAA FINANCIAL ADVISORS, INC.
May 18, 2009 - January 15, 2010
RIVERSTONE WEALTH MANAGEMENT, INC.
May 18, 2009 - January 15, 2010
RIVERSTONE WEALTH MANAGEMENT, INC.
June 1, 2005 - May 13, 2009
UBS FINANCIAL SERVICES INC.
May 20, 2005 - May 13, 2009
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/22/2013)
(8/20/2025)
(4/18/2013)
Exams
Current Firm
TOMASSI FINANCIAL PLANNING, LLC
CRD#: 166577 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 75 |
| AUM (Assets Under Management) | $ 21,300,000 |
Red Flags
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