Tim Mullooly
Mullooly Asset Management, Inc.
Investment Advisor/Financial Planner
Tim Mullooly
Mullooly Asset Management, Inc.
Investment Advisor/Financial Planner
Being a CERTIFIED FINANCIAL PLANNER™ professional and a fiduciary here in Monmouth County, NJ, I always act in our clients' best interest. - Tim Mullooly
Fee-Only financial planner located in Wall Township, NJ, serving clients locally and across the country
Tim 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, Tim Mullooly is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Tim Mullooly is a CERTIFIED FINANCIAL PLANNER™ professional and Investment Adviser Representative with Mullooly Asset Management, Inc.
Tim received his Bachelor’s Degree from York College of Pennsylvania in 2014 and began working at the family firm that summer. In 2022, Tim passed the CFP® Board Exam to obtain his Certified Financial Planner™ designation.
Alongside the rest of the Mullooly Asset Management team, Tim works directly with clients to develop and implement financial plans as well manage client investment portfolios.
Aside from his work with clients, Tim has a website called Living With Money ( https://livingwithmoney.com/) where he blogs daily and hosted a podcast for a handful of years. Educating clients in areas such as personal finance and financial literacy is a passion Tim enjoys pursuing.
When he's not at the office, Tim enjoys working out at his local CrossFit gym Fitness By The Sea in Avon, NJ, playing the drums, and getting in a round or two of golf. Tim is a season ticket holder for the New York Jets and is an avid Mets fan as well.
Tim 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
- 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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Tim Mullooly 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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Tim Mullooly 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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Tim Mullooly is the host of the Living With Money Podcast
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Tim Mullooly's Post "Biff's Sports Almanac of Investing" is Featured on The Weekend Starts Here
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Tim Mullooly Discusses the "Foundations Of Financial Planning" on the All About Your Benjamins Podcast
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Tim Mullooly is Mentioned on Tony Isola's Blog: "In Defense Of Millennials"
Contact Tim Mullooly
Office Locations:
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1971 State Route 34
Suite 102
Wall Township, NJ 07719
