Thomas J. Duffy, CFP®, MBA Jersey Shore Financial Advisors LLC

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About Thomas J. Duffy, CFP®, MBA

I have been active in the financial planning profession since 1993 earning the CFP® designation in 1994.

I founded my firm in 2007 — it was true then and probably even more important now that it’s hard to give people the right advice when someone else owns the firm.

Tom has extensive experience with:
Emerging professionals looking to establish a strong financial foundation including debt repayment, financial risk mitigation strategies, college and retirement savings.

Established professionals that are considering starting their own business, career redesign, business sale or early retirement.

Family stewards who are within shouting distance of retirement and want to make sure they have accurate analysis concerning pension and/or Social Security decisions, inflation assumptions, long term care planning, legacy planning and appropriate investment implementation.

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Ideal Clients

  • Baby Boomers
  • Established Professionals
  • Retirement Planning
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $400
  • AUM: Starting at .90%

 

SEC Records

States Registered

  • New Jersey

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