Jeffrey P. Trombetta, CIMA®, CRPC® , CFP®
- Jeff has over twenty years of experience in financial planning and investment management. His areas of expertise include portfolio analysis, comprehensive planning and investment implementation design. His planning emphasizes in-depth client education and the creation of retirement income and modeling.
- Jeff’s credits include serving as a resource to Marshall Loeb on his CBS MarketWatch personal finance column. He has been a featured speaker for the Society of Financial Service Providers. Jeff has also been included in Strathmore’s Who’s Who for financial planning.
- He graduated with a BS in Business Administration with a concentration in Finance from the State University of New York at Binghamton.
