Thomas W. Mooney, MBA, Cfp®
About Thomas W. Mooney, MBA, Cfp®
Thomas W. Mooney, MBA, CFP®, is a Private Wealth Manager at Creative Planning, Inc. in Philadelphia, Pennsylvania, where he has worked since 2017, following a three-year tenure as a Wealth Management Advisor at TIAA-CREF.
Work at Creative Planning
Thomas W. Mooney has served as a Private Wealth Manager at Creative Planning, Inc. since 2017. He operates from the Philadelphia, Pennsylvania office, where he provides comprehensive wealth management services. His role involves developing personalized financial strategies for clients, focusing on investment management, retirement planning, and estate planning. Mooney's experience at Creative Planning has contributed to the firm's reputation for delivering tailored financial solutions.
Previous Experience at TIAA-CREF
Before joining Creative Planning, Thomas W. Mooney worked as a Wealth Management Advisor at TIAA-CREF from 2014 to 2017. In this position, he advised clients on various financial matters, including investment strategies and retirement planning. His tenure at TIAA-CREF in the Greater Philadelphia Area allowed him to build a strong foundation in wealth management and client relations.
Education and Expertise
Thomas W. Mooney holds a Certified Financial Planner (CFP®) designation, which he achieved after studying at The American College of Financial Services from 2002 to 2004. He also earned a Master of Business Administration (M.B.A.) in Finance from Saint Joseph's University during the same period. Additionally, he completed a Bachelor of Science (B.S.) in Finance at the University of Scranton from 1996 to 2000. This educational background provides him with a solid foundation in financial principles and practices.
Professional Qualifications
Thomas W. Mooney is a Certified Financial Planner (CFP®), a designation that signifies his expertise in financial planning and investment management. This qualification requires rigorous education, examination, and ongoing professional development. His commitment to maintaining this certification reflects his dedication to providing high-quality financial advice and services to his clients.