Thomas P. Mullooly, CFP®

Thomas P. Mullooly is a Certified Financial Planner®, Investment Adviser Representative and President of Mullooly Asset Management, Inc.

An investment industry veteran of over thirty-five years, Tom started his career in 1983 at EF Hutton. During his time as a retail stockbroker, Tom also became a manager at a well-known Wall Street firm.

By listening closely to clients and his peers, Tom found first-hand how many individual investors – along with their brokers — had no game plan for managing the risk in their investments. With that in mind, in 2002 Tom opened Mullooly Asset Management, a fee-only investment advisory firm.

As an investment advisor – not a broker, Tom works strictly for his clients. With the help of years of experience in planning and the markets, Tom builds a realistic game plan for them. No pie-in-the-sky forecasts or predictions of the future, just a simple game plan to manage what to do if something goes wrong and what to do when things go right. Many of Tom’s financial planning sessions with clients start with a conversation and a simple yellow pad.

Tom hails from Long Island and is a proud graduate of Chaminade High School. Tom achieved his BS from CW Post in 1983 and his MBA in Finance from Post in 1987.

Outside the office, Tom has served as President of North Wall Little League, and served on the Board for New Jersey District 11 Little League. Tom also serves as Board member and current Board President of Family Options, one of the leading adoption agencies in New Jersey.

Tom is a daily communicant at St. Rose Church in Belmar and serves as Sacristan, Lector, Eucharistic Minister, and Parish Trustee. Tom also serves on the St. Rose Finance Committee, and the St. Rose High School Advisory Board.

Tom is also a member of the Finance Council for the Diocese Of Trenton.