Thomas Geraghty

CPA/PFS, CFP®, CRPC®, AFC®, NSSA®

Stonegate Wealth Management, LLC

Principal & Senior Wealth Manager

Thomas Geraghty

CPA/PFS, CFP®, CRPC®, AFC®, NSSA®

Stonegate Wealth Management, LLC

Principal & Senior Wealth Manager

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Thomas Geraghty, CPA/PFS, CFP®, CRPC®, AFC®, NSSA®

919-659-0388

Fee-Only financial planner located in Cary, NC, serving clients locally and across the country

Meet Thomas Geraghty

Thomas J. Geraghty Jr. is a Principal and Senior Wealth Manager with Stonegate Wealth Management. An experienced financial planner with more than twenty-five years’ experience, he is dedicated to providing financial, estate, and tax planning services. Tom focuses on the client’s agreed-upon financial goals. He will typically bring together a professional team to generate both short-term and long-term solutions. His personal communication skills and professional acumen benefit the firm’s clients in the following ways:

  • Identify current deficiencies
  • Create an integrated financial / life plan
  • Mitigate complex financial problems
  • Reduce significant estate planning challenges
  • Recommend and implement changes
  • Monitor progress and readjust as needed to ensure long-term success

EDUCATION & CERTIFICATIONS

Certified Public Accountant (CPA) is the statutory title of qualified accountants in the United States who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements for certification as a CPA. In addition to being a practicing Certified Public Accountant in the State of New Jersey for more than twenty-five years and a principal in his own accounting firm for nineteen years, Tom Geraghty was the Chief Financial Officer of the Township of Berkeley Heights for eleven years.

  • CERTIFIED FINANCIAL PLANNER™ Certificant (CFP) – Tom has met the CFP Board of Standard’s education, examination, and experience requirements. He has agreed to adhere to high standards of ethical conduct and has completed all certification requirements, including continuing education, and has identified himself to the CFP Board as being actively engaged in providing financial planning services.  For more information, visit www.cfp.net.

SELECTED SPEAKING ENGAGEMENTS

Given his long and rich experience in the financial industry, it’s not a surprise that Tom is a sought-after media source. He has been quoted by respected publications such as Kiplinger’s Retirement Report and InvestmentNews, and he is often asked to lecture at professional organizations, employee groups, and civic associations on topics such as financial planning, estate planning, risk management, employee benefits, and other related areas.

Thomas Geraghty 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.

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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Thomas Geraghty is a NAPFA-Registered Financial Advisor

    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.

Contact Thomas Geraghty

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Office Locations:

  • 2500 Regency Parkway
    Cary, NC 27518

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