Thomas Geraghty (AFC, CFP®, CPA/PFS, CRPC®)
Thomas Geraghty focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Divorce Planning
- Entrepreneurs
- Estate & Generational Planning Issues
- Business Owners
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Divorce Planning
- Entrepreneurs
- Estate & Generational Planning Issues
Planning Specialties
Thomas J. Geraghty Jr. is a Partner 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
Additional Information
PROFESSIONAL AFFILIATIONS
- Financial Planning Association – www.fpanet.org
- Garrett Planning Network – www.GarrettPlanningNetwork.com
- American Institute of Certified Public Accountants – www.aiCPA.org
- New Jersey Society of Certified Public Accountants - www.njsCPA.org
NAPFA Start Date
July 19, 2017
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no assurance that you will experience a certain level of results or satisfaction if you
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