Brendan Mullooly

CFP®

Mullooly Asset Management, Inc.

Investment Advisor/Financial Planner

Contact Me

Brendan Mullooly

CFP®

Mullooly Asset Management, Inc.

Investment Advisor/Financial Planner

As a New Jersey based fee-only CERTIFIED FINANCIAL PLANNER™ professional, I have a fiduciary obligation to the clients of Mullooly Asset Management to act in their best interest. - Brendan Mullooly, CFP®

Contact Me

(732) 223-9000

Website

Fee-Only financial planner located in Wall Township, NJ, serving clients in Monmouth County, the Jersey Shore, and across the state of New Jersey.

Brendan Mullooly is a Wall Township, NJ fee-only financial planner. Mullooly Asset Management, Inc. provides comprehensive and objective financial planning, wealth management, and investment advice to help clients organize, grow, and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brendan Mullooly is never paid a commission of any kind, and has a legal obligation to provide fiduciary financial advice.

Brendan Mullooly is a Certified Financial Planner® and Investment Adviser Representative with Mullooly Asset Management, Inc.

Brendan received his Bachelors Degree from York College (PA) in 2012, and joined the family business soon afterward. In 2017, he completed Fairleigh Dickinson University’s Financial Planning Program. Upon completion of FDU’s program, Brendan sat for and passed the rigorous CFP® Board Exam to obtain his Certified Financial Planner™ designation.

Brendan works directly with clients to develop and refine their financial plans. In addition to financial planning, Brendan helps research and analyze investment strategies, funds, and solutions that make their way into client portfolios.

When he’s not helping clients, he enjoys writing about important financial and investing topics on his blog Your Brain on Stocks. Some areas that Brendan enjoys covering include behavioral finance, market history, and investor psychology. He has been quoted in such publications as The New York Times, MarketWatch, Yahoo Finance, and US News.

Brendan was also named to the Investopedia 100 Top Financial Advisors of 2019 list.

Outside of work, Brendan enjoys rooting for the Mets and the Jets. A fitness enthusiast, he loves running the Monmouth County Park System trails and practicing yoga.

Brendan Mullooly is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Mullooly Asset Management, Inc. is a fee-only investment advisory firm located in Monmouth County, NJ. We work with clients all over Monmouth County, NJ from Middletown to Brielle and Freehold to Belmar, plus everywhere in between! We also work with families across the state of New Jersey, the New York City metropolitan area, and across the US. 

Our firm is very unique to the industry: a family-run firm - an Investment Advisor and his three Investment Advisor sons. 

As investment advisors, we have a fiduciary obligation to our clients who have committed the growth of their net worth to our care. We take this obligation seriously.

We focus on learning your goals, while building (and continually fine-tuning) your financial plan. Your appetite for volatility and risk are continually measured. Then we match an appropriate mix of investments for you, and manage those investments as your situation changes over time.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Income Planning
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Monmouth County, NJ Residents
  • Young Professionals

Working Together

  • Complimentary Initial Consultation
  • No Product Sales
  • Clearly Defined Fees
  • In-Office Meetings
  • Virtual Meetings

Professional Designations & Affiliations

Contact Brendan Mullooly

(732) 223-9000

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Office Locations:

  • 1971 State Route 34
    Suite 102
    Wall Township, NJ 07719

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