Jeffrey Tomaneng

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Last quote by Jeffrey Tomaneng

The AFC training is a lot more aligned with my practice than some of the other designations. The curriculum addresses many issues not necessarily addressed in the assets under management model, from a basic personal finance perspective. You work like a psychotherapist, digging into their daily financial habits. That doesn't fall into a typical financial advisor engagement. At worst, they're in a better position financially. At best, they've paid off their debts, are in the black, making more investments and saving for goals.feedback
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Apr 03 2017
This page is completely dedicated to what Jeffrey Tomaneng has to say. All of Jeffrey Tomaneng’s quotes are organized here by date and topic. The most recent quote attributed to Jeffrey Tomaneng came from an article called More advisors adding 'financial counseling' to services menu: “The AFC training is a lot more aligned with my practice than some of the other designations. The curriculum addresses many issues not necessarily addressed in the assets under management model, from a basic personal finance perspective. You work like a psychotherapist, digging into their daily financial habits. That doesn't fall into a typical financial advisor engagement. At worst, they're in a better position financially. At best, they've paid off their debts, are in the black, making more investments and saving for goals.”.
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