I am an investment advisor and financial planner. I’m a 34 year veteran (survivor) of the investment industry. I started our family firm, Mullooly Asset Management in 2002. Prior to that I was a stockbroker for 16 years.
I help people manage their investments, and build a better path toward their retirement. I do this in New Jersey (in Monmouth County) which is a great place to live, to work and to raise a family. I love my work.
I also am a husband and a proud father of three grown men – three of the greatest guys you will ever meet. I love my family more than my work.
I also love baseball (the Mets), music, historical biographies, business books and golf. I don’t play as much golf since a huge block of time is needed. I’ve got two bicycles and don’t ride either as much as I would like. I’ve played rotisserie baseball since 1984, and fantasy football since 1990. I’m a self-admitted gadget-geek. That’s a lot of interests for a guy who works 60 hours a week and loves his family. But I manage to make it work.
I’m active in my Church (the Church of St. Rose in Belmar), where I am a Trustee. I also serve on the Finance Council for the Diocese of Trenton. I’m a member of the St. Rose High School Advisory Board. I’ve been Little League President, on the board of other non-profits, involved in business networking and other other organizations like Jersey Shore Chamber of Commerce.
Yes, I’ve been around the block.
I’ve learned to get my news online, instead of from a physical newspaper. I used to love politics. But now it’s too polarized, and I am afraid that will not be changing. I actively participate on Twitter, which has (in my line of work) begun replacing the “office water cooler.”
Twitter is a great place to share ideas, learn new ideas and make some connections. Let’s connect on Twitter as well, OK?
While Twitter is great, I think blogs are special. Over time, blogs have become a platform for anyone to express their own ideas — and own those thoughts in their own space, not on some social media (owned by a third party). So I am starting this blog. I promise you (dear reader) this site will NOT just be about business. We’re all business over at the Mother ship: Mullooly Asset Management, Inc.
I’ve dubbed this site “Jersey Shore Financial Advisor” because no matter how drastically technology can change this industry, this is still a person-to-person local business.
It’s (still) all about relationships.