Jeffrey P. Trombetta, CIMA®, CRPC®, CFP®
Jeff has over twenty years of experience in financial planning and investment management. He specializes in financial planning for executives, including expertise in 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. He graduated with a BS in Business Administration with a concentration in Finance from the State University of New York at Binghamton.