Voya Financial Advisors
32yrs
Top advisor by experience in Derby
21yrs
Peter Tomassi
Full name on record: Peter John Tomassi
Financial advisor at Tomassi Financial Planning
Based in Derby, Kansas, Peter Tomassi is a fiduciary financial advisor with 21 years of industry experience. Peter has been with Tomassi Financial Planning since 2013; before that, Peter spent a year at Ronald Blue & CO. and a year at USAA Financial Planning Services. Peter holds the CFP® designation.
One of 20 advisors with offices in Derby, and one of 20 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 25% by experience in Derby
OfficeDerby, KS
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$683,824
States licensed ?2 states
Services through Tomassi Financial Planning
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2013 – nowTomassi Financial Planning, LLCCurrent firm
- Aug 2011 – Nov 2012Ronald Blue & CO., LLCPreviously
- May 2010 – Aug 2011USAA Financial Planning ServicesPreviously
- May 2009 – Jan 2010Riverstone Wealth Management, Inc.Previously
- 2005 – 2009UBS Financial Services Inc.Previously
Contact Peter
(970) 232-8851Tomassi Financial Planning main office Derby, KSOffice · Get directions Firm websiteHTTP://WWW.TOMASSIFINANCIALPLANNING.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Peter
Tailored to Peter’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Peter
How do I contact Peter?
Call Tomassi Financial Planning at (970) 232-8851 and ask for Peter Tomassi. Peter works from the Derby, KS office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2005, about 21 years. Top 25% by experience in Derby.
What licenses does Peter hold?
Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Tomassi Financial Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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