Peter W. Tomasch, CFP®
Education:Bachelor of Science in Finance, Virginia Commonwealth University
Peter is a Financial Advisor based out of the Firm’s headquarters in Richmond, Virginia. He is a Certified Financial Planner™ who spends his time working with affluent and high net worth individuals and families.
As part of the Cherry Bekaert Wealth Management team, Peter provides comprehensive wealth management services to his clients through the integration of investment and tax management. He uses an objective financial planning process to develop tax efficient investment strategies for his clients that coordinate their financial goals with their resources and risk attitudes.
Peter’s background includes more than 10 years of working with and understanding the unique needs of small business owners, government employees, retirees, divorcees and widows & widowers. He specializes in retirement planning and investment advisory services.
Before joining Cherry Bekaert, Peter was a financial planner for a large Registered Investment Advisory firm, headquartered in Boston, Massachusetts. Since 2009, he has been a leader in the Financial Planning Association of Central VA, currently serving on the Board as President. He is a regular speaker and continuing education instructor and has been interviewed and featured in national financial publications.
Areas of Expertise
- Investment Advisory
- Financial Planning
- Retirement Planning
- Tax Management
- Corporate Benefits & Retirement Plans
- Financial Planning Association (FPA)
- Certified Financial PlannerTM (CFP®)
- Board Member, Financial Planning Association, Richmond, VA
- Volunteer, Junior Achievement, Richmond, VA