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

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

NAPFA Start Date

July 19, 2017

Submit
Submit

This Office

393 Ramapo Valley Rd Oakland, NJ 07436-2710 Phone: (201) 791-0085 Fax: 201-625-6303