Peter W. Tomasch, CFP®

Title:Financial Advisor

Education:Bachelor of Science in Finance, Virginia Commonwealth University

Peter W. Tomasch

Peter 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 tolerance.

Peter’s background includes over 15 years of working with
and understanding the unique needs of small business
owners, government employees, retirees, divorcees, widows
and 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.

Peter is a past President and Chair of the Board of Directors
of the Financial Planning Association of Central Virginia.
He also served on an Advisory Board to help develop the
nation’s first Juris Doctorate program focusing on wealth
management for Liberty University School of Law. Peter is
an active Board member for Commonwealth Community
Trust, a national 501(c)(3) that administers a pooled trust
for people with special needs throughout the country. He
is a regular speaker and continuing education instructor
and has been interviewed and featured in national financial
publications.

Areas of Expertise

  • Corporate Benefits & Retirement Plans
  • Financial Planning
  • Government Employees
  • Investment Advisory
  • Retirees
  • Retirement Planning
  • Small Business Owners
  • Tax Management

Professional Involvement

  • Financial Planning Association (FPA)
  • Certified Financial Planner™ (CFP®)

Community Involvement

  • Board Member, Financial Planning Association, Richmond, VA
  • Board of Directors, Commonwealth Community Trust, Richmond, VA
  • Advisory Board, Liberty University School of Law, Lynchburg, VA
  • Volunteer, Junior Achievement, Richmond, VA