Thomas Duffy (CFP®, CRPC®, MBA)

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

  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

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.

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

By appointment only 999 Riverview Drive Totowa, NJ 07512 Phone: 732-229-7489

Other Offices

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