Thomas Duffy
CFP®, MBA, CRPC®, CDFA®
Jersey Shore Financial Advisors, LLC
Financial Advisor
Thomas Duffy
CFP®, MBA, CRPC®, CDFA®
Jersey Shore Financial Advisors, LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Thomas Duffy, CFP®, MBA, CRPC®, CDFA®
Fee Only. Advice Only. Experienced Financial Planner serving new widows/widowers on a fixed fee basis.
Thomas Duffy is a New Jersey fee-only financial planner serving clients across the state and country. Jersey Shore Financial Advisors, LLC provides True Wealth™ Planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Thomas Duffy is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Tom Duffy is a Certified Financial Planner Professional™ earning this prestigious credential from the Certified Financial Planner Board of Standards in 1994. Tom has worked with individuals, families and business owners always putting the interests and needs of clients first since 1993; He is a life long New Jersey resident residing in Eastern Monmouth County with his wife Kristi and 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 a past member of the Board of Directors of the New Jersey Chapter of the Financial Planning Association completing service to the Board in 2012 as Chairman. The Financial Planning Association of New Jersey is the voice and the premier resource to the public and our members on issues affecting the Financial Planning profession.
Tom served on the Board of Directors of the Eastern Monmouth Area Chamber of Commerce (EMACC). Through the active participation of its members and the efforts of its professional staff, EMACC provides the leadership and forum to focus on issues such as legislation, responsible economic growth, tourism and cultural activities, civic interests, professional development and educational opportunities.
Tom is also an adjunct instructor of financial planning at William Paterson University, Wayne NJ and at Rutgers Business School, Newark, NJ.
Thomas Duffy 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.
I am the founder and principal advisor of Jersey Shore Financial Advisors LLC dedicated to working with new widows/widowers who are looking to:
• understand & organize their new financial lives;
• evaluate & prioritize financial decisions;
• establish a financial life plan to live forward without fear.
I do not work for an insurance company or investment firm. It’s just me and you. In fact I will put in writing that I am a fiduciary and will put your interests first.
I can differentiate my firm vs most others in that I charge on a fixed-fee basis for "advice only" financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Widows/widowers
- Advice only options
Ideal Clients
- Retirees and Near Retirees
- Sudden Money Situations
- New or soon to be widow/widower
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Thomas Duffy is a NAPFA-Registered Financial AdvisorThe 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.
-
Thomas Duffy is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Thomas Duffy is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
-
Thomas Duffy is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
-
Thomas Duffy is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
-
Thomas Duffy is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
Contact Thomas Duffy
Office Locations:
-
55 Gilbert Street North
Suite 3103
Tinton Falls, NJ 07724
