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Jeffrey Trombetta CIMA®, CFP®, CRPC

Jeffrey Trombetta CIMA®, CFP®, CRPC

Director of Investment Planning

Jeff is a Director of Planning at Lincoln Financial and consults with our clients in the area of investment planning. Jeff has twenty years of experience in financial planning and investment management, His areas of expertise include portfolio analysis, comprehensive financial planning, and investment implementation design.

His planning emphasizes client education and account mapping and modeling. Jeff’s work reflects the belief that financial planning is as much about a person’s values as their money. He focuses on protecting individuals’ purchasing power as he projects income needs for long-term planning. He customizes retirement plans for each situation utilizing tools and techniques that help manage taxes, market volatility, and risk.

Jeff holds the Certified Investment Management Analysts (CIMA®) designation, issued by IMCA in conjunction with The Wharton School of Business. He has also earned the Chartered Retirement Planning Consultant (CRPC) designation from the College for Financial Planning. Jeff also holds a Certified Financial Planner(TM) (CFP®) certification. He graduated with a BS in Business Administration with a concentration in Finance from the State University of New York at Binghamton.

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.