Thomas J Duffy, CFP®, MBA, CRPC®, CDFA®
Founder, Principal advisor
Professional focus
- New and soon to be widows/widowers
- Recently divorced women
- Family stewards approaching retirement
Education/Certifications
- BS Management Science, Kean University
- MBA,
Monmouth University - CFP® designation 1996
- CRPC® designation 2018
- CDFA® designation 2021
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
- Institute for Divorce Financial Analysts
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 our adult daughter Julia.
Tom holds a Master of Business Administration degree from
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.
About
Jersey Shore Financial Advisors, LLC is a New Jersey Registered Investment Advisor providing comprehensive financial planning services working primarily with:
- Recent (or soon to be) widows or widowers.
- Within 5 years of retirement (before or after).
- More than $1,000,000 in investment assets.
