Tom Mooney, MBA, CFP®

Tom serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to help meet their most complex financial goals and needs. Tom’s comprehensive approach addresses wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business planning, insurance and charitable planning.

Tom offers his clients more than 20 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for a national financial services company as a Wealth Management Advisor. His deep expertise and breadth of experience enables him to deliver high levels of client service on a wide range of wealth management issues.

Tom earned a Bachelor of Science degree in Finance from the University of Scranton and a Master of Business Administration degree from Saint Joseph’s University. He is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Tom also currently serves on the board of the Cerebral Palsy Association of Chester County.

Tom lives in Philadelphia and enjoys reading, golfing and spending time with his family and friends.