Geoffrey M Tomasetti
Geoffrey M Tomasetti
CFS ChFC
Financial Advisor
(240) 436-4050

5301 Buckeystown Pike
Frederick, MD 21702
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108 Bureau Dr
Gaithersburg, MD 20877
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My Background

Geoff Tomasetti has been working within the Financial Services industry for 19 years.  He is a seasoned veteran whose expertise lies with creating investment management and retirement planning strategies for government (NIST, NIH and DOI) and private sector employees.  Geoff is a Registered Financial Advisor with CUNA Brokerage Services.

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Geoff Tomasetti has been working within the Financial Services industry for 19 years.  He is a seasoned veteran whose expertise lies with creating investment management and retirement planning strategies for government (NIST, NIH and DOI) and private sector employees.  Geoff is a Registered Financial Advisor with CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC.  Geoff is also a licensed insurance representative of CMFG Life Insurance Company. 

Prior to joining CUNA Brokerage Services, Geoff worked as a Private Client Manager (PCM) with U.S. Trust Services, the individual high net-worth client marketplace.  Geoff is fully licensed in the sale of insurance and securities which enables him to offer many planning strategies to members.  Geoff also carries the Chartered Financial Consultant (ChFC®) and Certified Fund Specialist (CFS®) designations.

Geoff is a native of Boston, Massachusetts and relocated to the Metropolitan Washington, D. C. area in 2003.  He currently resides in Montgomery County, Maryland with his wife, Deanna, and two children, Jessica and Hannah.

My education . . .
  • Northeastern University, 1997
  • Earned CFS® (Certified Fund Specialist), 2000
  • Earned ChFC® (Certified Financial Consultant), 2010
Affiliations . . .
  • Frederick Elks Club - 2012
Career Highlights . . .
  • Financial services industry, 1993-Present
  • Life insurance sales experience, 1999- Present
Personal . . .
  • Married (wife, Deanna Tomasetti)
  • Two children (Jessica and Hannah)

 

FR-990290.1 1-0814-0916

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