Tom Duffy
|
Thomas J Duffy, CFP® President Jersey Shore Financial Advisors, LLC Professional focus
Education/Certification
Affiliations
|
Thomas J Duffy, CFP® Tom 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) their daughter Julia E. Duffy. Tom holds a Master of Business Administration degree from Monmouth University and a Bachelor of Science degree in Management Science from Kean University. Tom also holds the Chartered Retirement Planning CounselorSM designation earned from the College for Financial Planning. 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 currently a member of the Education and Pro Bono Committees. Tom also serves on the Board of Directors of the Eastern Monmouth Area Chamber of Commerce (EMACC) and is a member of the Executive Committee. Tom is also on the Executive Committee for the Estate and Financial Planning Council of Central New Jersey, the XY Planning Network and the Fee Only Network Tom is also adjunct instructor at both William Paterson University and Rutgers Business School. Teaching Financial Well Being and Intro to Financial Planning at WPU and Estate Planning at RU. About 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. |
Next: Why I'm an advisor
For a free, no-obligation consultation click the “Book a Meeting” button on the right.
Thomas J Duffy, CFP®, MBA is a NAPFA registered fee-only financial advisor. The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.
