Thomas Duffy
CFP®, MBA
Jersey Shore Financial Advisors, LLC
Financial Advisor
Thomas Duffy
CFP®, MBA
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
Fee Only Financial Planner serving all of New Jersey with multiple office locations
Thomas Duffy is a New Jersey fee-only financial planner serving clients across the state and country. Jersey Shore Financial Advisors, LLC provides comprehensive and objective financial 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 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 serves on the Board of Directors of the Eastern Monmouth Area Chamber of Commerce (EMACC) and is the Co-chair of the Small Business Networking committee. 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
Because of the unpredictability of life and the complexity of financial markets, it is essential to work with a financial advisor who can help you to achieve your life goals.
However, you will want to select someone who is exceptional, someone who will go beyond the traditional client/advisor relationship and seek to truly understand your needs, concerns, and aspirations.
As you focus on defining and designing your unique version of “quality of life,” it will be important for you to choose a financial professional who is “life-centered.” That means he or she is dedicated to understanding your unique history, circumstances, life transitions, values, and priorities in order to make the most appropriate financial planning recommendations.
Fortunately, there is a small, but growing cadre of advisors who are turning to this more holistic approach to client services. These forward thinking professionals are pioneers in a trend of integrating financial planning and life planning.
Rather than the traditional financial conversation focused on “more is better,” these unconventional financial planners will demonstrate a genuine interest in helping you to achieve your life goals.
Thomas J Duffy, CFP is one of these advisors where you, your family, your story is vastly more important than your money.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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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.
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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.
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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.
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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.
Contact Thomas Duffy
Office Locations:
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55 Gilbert Street North
Suite 3103
Tinton Falls, NJ 07724 -
By appointment only
Forrestal Village - 116 Village Drive
Princeton, NJ 08540 -
By appointment only
999 Riverview Drive
Totowa, NJ 07512