Tom is a Certified Financial Planner Professional™ earning this prestigious credential from the Certified Financial Planner Board of Standards in 1994. Tom has been active in the financial planning and wealth management profession since 1993, working with individuals, families and business owners always putting the interests and needs of clients first.
Along with his wife Kristi and daughter Julia, Tom is a lifelong New Jersey resident residing in the borough of Oceanport in Eastern Monmouth County. Tom holds a Master of Business Administration degree from Monmouth University and a Bachelor of Science degree in Management Science from Kean University
The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors -- highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation. Tom was accepted into NAPFA in 2011.
Tom is also active with the New Jersey Chapter of the Financial Planning Association serving on the Board of Directors for 6 years, completing service to the Board as Chairman in 2012. The Financial Planning Association of New Jersey is the voice and the premier resource to the public and our members on the Financial Planning profession.
Tom also serves on the Board of Directors of the Eastern Monmouth Area Chamber of Commerce (EMACC) and is a member of the Executive Committee.
As an advocate for Financial Literacy, Tom is also adjunct instructor of Financial Planning at William Paterson University where he teaches a course called Financial Well Being in the Christos Cotsakos College of Business.
About Jersey Shore Financial Advisors, LLC
Jersey Shore Financial Advisors, LLC is a New Jersey Registered Investment Advisor providing comprehensive financial planning services to individuals, families, multi-generational family groups and businesses on a fee-only basis.
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