Jeff Trombetta

Financial Planning Manager

Jeff has twenty years of experience in financial planning and investment management programs, and a long career with Sagemark Consulting and Lincoln Financial Advisors.

Jeff is a Director of Planning at Lincoln and specializes in the investment area of planning.

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’s areas of expertise include portfolio analysis, comprehensive financial planning, and investment implementation design.  His planning emphasizes in-depth client education and account mapping and modeling.

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.