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Mini tom geraghty   photo 1
Stonegate Wealth Management, LLC
Oakland, NJ

Thomas Geraghty

AICPA, CFP®, CPA
Real Life... Real Solutions
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Meet Thomas

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Introduction - Thomas Geraghty
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Value of Experienced Financial Planning - Thomas Geraghty
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Financial Literacy - Thomas Geraghty
Video Transcripts

Tom Geraghty is a Certified Public Accountant/Personal Financial Specialist (CPA/PFS) with 25-plus years of experience. His other credentials include the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, Certified Retirement Planning Consultant (CRPC), and Certified Educator in Personal Finance (CEPF). Tom graduated from Seton Hall University, in New Jersey, and has spent his career in financial planning. He is married and the father of four children.

Certified Financial Planner Board of…

Tom Geraghty is a Certified Public Accountant/Personal Financial Specialist (CPA/PFS) with 25-plus years of experience. His other credentials include the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, Certified Retirement Planning Consultant (CRPC), and Certified Educator in Personal Finance (CEPF). Tom graduated from Seton Hall University, in New Jersey, and has spent his career in financial planning. He is married and the father of four children.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.


Services offered

Investment Management
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
LGBT Services

Experience with

Small business owners
Medical professionals
Finance professionals

Fee structure

Based on % of assets
Flat Fee/Retainer
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CPA - Certified Public Accountant
PFS - Personal Financial Specialist

Memberships

AICPA - American Institute of Certified Public Accountants
NJSCPA - New Jersey Society of Certified Public Accountants

Education

Bachelors - Seton Hall University
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