About Us
Jersey Shore Financial Advisors, LLC
Jersey Shore Financial Advisors, LLC is a New Jersey Registered Investment Advisor providing comprehensive financial planning services to individuals, families, multi-generational family groups and businesses on a fee-only basis.
Tom Duffy is a Certified Financial Planner Professional™, earning this prestigious credential from the Certified Financial Planner Board of Standards in 1996. Tom has been active in the financial planning and wealth management profession since 1993, working with individuals, families and business owners always putting the interests and needs of clients first.
Tom is a lifelong New Jersey resident residing in Eastern Monmouth County with his wife Kristi and occasionally our adult daughter Julia.
Tom holds a Master of Business Administration degree from Monmouth University and a Bachelor of Science degree in Management Science from Kean University
Tom is also active with the New Jersey Chapter of the Financial Planning Association, serving on the Board of Directors, completing service as Board Chair in 2012. Tom is also a trustee for the Estate and Financial Planning Council of Central New Jersey.
Tom is very involved in teaching financial literacy, continuing to volunteer with Junior Achievement Finance Park as often as he can. Tom was an adjunct college instructor teaching Estate Planning at Rutgers Business School and Financial Planning at William Paterson University from 2010 - 2020.
Media & Interviews
“It’s like French cooking,” financial planner Thomas Duffy said. “There are so many difficult techniques to master.” MarketWatch spoke with Duffy, who is based in New Jersey, as he was preparing for a call about Roth conversions with a client for whom there were a slew of considerations.”
“I told her, had you called me, I’d have sent you a disbursement from your nonqualified annuity, and you’d only owe tax on part of it,” Duffy said.