Thomas Duffy (CDFA, CFP®, CRPC®, MBA)

Thomas Duffy focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

I am dedicated to working with new widows/widowers who are looking to: understand & organize their new financial lives; evaluate & prioritize financial decisions; and establish a financial life plan to live forward without fear. 

Additional Information

Tom is an adjunct instructor in the Christos Cotsakos School of Business at William Paterson University where he teaches Financial Well Being to freshman
year undergrads as well as Insurance and Risk Management to upper classmen in the undergraduate financial planning program.

NAPFA Start Date

February 25, 2011


This Office

55 N Gilbert St Bldg 3 Suite 3103 Tinton Falls, NJ 07724 Phone: (732) 229-7489

Other Offices

By appointment only 999 Riverview Drive Totowa, NJ 07512 Phone: 732-229-7489
By appointment only 33 Wood Avenue South Iselin, NJ 08830 Phone: 732-229-7489
By Appointment Only 100 Overlook Ctr Princeton, NJ 08540 Phone: (732) 229-7489