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Our Mission

“Protecting your family wealth from predators, creditors & Senators”™

Financial Life Planning

A holistic process that puts your interests first and focuses on increasing your sense of financial well-being

Helping you

Make good financial decisions for your family

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  3. Tom Duffy

Tom Duffy

     

 

 

 

 

Thomas J Duffy, CFP®

President

Jersey Shore Financial Advisors, LLC

Professional focus

  • Individuals in transition
  • Pre-retirees
  • Family stewards

Education/Certification

  • MBA, Monmouth University
  • BS Management Science, Kean University
  • CFP® designation
  • CRPC® designation

Affiliations

  • National Association of Personal Financial Advisors
  • Financial Planning Association NJ
  • Estate and Financial Planning Council Central NJ
  • Eastern Monmouth Area Chamber of Commerce
  • XY Planning Network

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.

About

  • Tom Duffy
  • Why I'm an advisor
  • Volunteer Activities
  • Why Fee-Only?
    • Fiduciary Pledge
    • Important Disclosures

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55 Gilbert Street North
Tinton Falls, NJ
07701 USA

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Jersey Shore Financial Advisors LLC is a registered investment advisor in the State of New Jersey. Jersey Shore Financial Advisors LLC may only transact business or render personalized investment advice in New Jersey and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this video is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Jersey Shore Financial Advisors LLC is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

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