Tomas Geoghegan (CFP®, CIMA®, CPWA®, MBA, Retirement Management Advisor®)

Tomas Geoghegan focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Founder Tom Geoghegan is a CERTIFIED FINANCIAL PLANNER practitioner, a Certified Private Wealth Advisor® professional, and also holds the Certified Investment Management Analyst® and Retirement Management Advisor® designations.

While the CFP® is considered by many to be the minimum requirement for financial planners, the Certified Private Wealth Advisor® (CPWA®) certification is an advanced credential created specifically for wealth managers working with high-net-worth clients and is focused on the life cycle of wealth—accumulation, preservation, and distribution. CPWA certified professionals are able to identify and analyze the unique challenges high-net-worth individuals face and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. The CPWA designation signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for the professional designation, which is centered on private wealth management topics and strategies. Fewer than 1% of financial advisors have achieved the CPWA certification.

The RMA® designation is an advanced certification for financial professionals that provides them with knowledge to build custom retirement income plans for their clients to better mitigate risk and ensure better outcomes. RMA professionals to take a holistic approach to your retirement needs and look beyond managing investments or retirement products and take a multidisciplinary approach to develop a complete framework for your retirement plan.

Additional Information

Tom Geoghegan, CFP® CIMA®, CPWA® RWA® MBA founded Beacon Hill Private Wealth as a forward-thinking, independent Registered Investment Advisory firm, replacing the usual Wall Street hype with high-touch wealth management, retirement planning and evidence-based investing. A highly experienced former Wall Street executive, Tom advised those considered to be top advisors in the industry, and recognized that clients are demanding and deserve a model that better meets their needs — a model that starts with placing client interests first.

Tom’s passion as the founder of Beacon Hill is grounded in 20+ years of experience in the financial industry and based on his passion for helping others see their own goals more clearly, and then implementing a common sense strategy that helps them attain those goals in the most tax efficient and cost effective way.

When he is not serving clients, Tom enjoys spending time with his wife, son and daughter, who can usually be found at an ice hockey rink or lacrosse field. He is active in his children’s schools and sports organizations and the local Summit community.  Tom also serves on the Industry Advisory Board at the New Jersey Institute of Technology and the Summit Police Athletic League.

NAPFA Start Date

September 14, 2017

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This Office

350 Springfield Ave Ste 200 Summit, NJ 07901-4610 Phone: (908) 608-8444