Joshua Tomeoni, CLU®, CFP®

Investment Specialist

11850 SW 67th Ave., Suite 100 
Portland, OR 97223

Phone:    503.207.4550
Fax:         503.207.4551

Bio: 

I learned many valuable lessons growing up watching my parents run a successful business. My father has helped people with financial security for over 44 years- empowering people to protect their family’s well-being and achieve financial balance.

When I entered the financial planning industry, I was well-equipped to think in uncommon ways to help fix the problems people face. Most people never achieve the money and flexibility they want or deserve. I inspire families and business owners to understand and achieve the financial balance they so deeply desire. I start by helping people with the Top 5 Financial Priorities: get organized financially, achieve maximum protection against everything life throws at us, save 20% of their gross income, maintain 1 year of liquid savings, and eliminate short term debt.

After successfully running a mortgage/financial planning firm- Mortgage Freedom and Financial Services- I joined with the excellent, team-oriented, top-of-the-industry talent of advisors at WestPac Wealth Partners. WestPac was formed out of the need of families and businesses to have strong financial security- advising clients in the areas of risk management, asset accumulation, wealth preservation, and distribution.

I have been blessed throughout my career by wonderful opportunities. I have achieved Million Dollar Round Table, Client Builder, Leader’s Club, and Top 5 honors multiple times. I serve the National Association of Insurance and Financial Advisors through various roles including the youngest local President in history. I give back to my local and global community by being an active member of my church and Rotary.

I absolutely adore my family- my beautiful wife, energetic son, and hilarious daughter. I love to travel and experience new things. I thank my dear God for all the ways He has blessed me.

 

Check the background of this investment professional on: FINRA’s BrokerCheck: www.finra.org/brokercheck

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 11850 SW 67th Ave, Suite 100, Portland, OR 97223, 503.207.4550. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, Inc., a DBA of WestPac Wealth Partners, LLC.| 2017-41677 | Exp. 06/19