Thomas Caffrey, CPFA

Editor
DISC Type : SC

Dually Registered Financial Advisor at Moyer Group Wealth Management/ Donald W. Nicholson & Associates

Perkiomenville, Pennsylvania, United States

Overview

Thomas Caffrey is a Certified Plan Fiduciary Advisor at Moyer Group Wealth Management with over 16 years of experience. A Penn State graduate, he focuses on helping families and business owners with retirement plans, aiming to help clients ease financial stress and achieve financial balance.

A US Navy veteran who served during Operation Desert Storm, Thomas lives in Perkiomenville, PA, with his wife and three children. He enjoys spending his free time with his family at their sporting and dance events, being near the beach, and surfing.

He served as an Aviation Electronics Technician in the US Navy before becoming a financial advisor.

Personality Overview

Slow Buyer

Objective Thinker

Skeptic

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They are always well-planned and adopt a systematic approach. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Fiduciary Regulations
As a Certified Plan Fiduciary Advisor, he specializes in helping plan sponsors navigate changing fiduciary rules for company retirement plans.
Financial Education
He is on a mission to help people become more aware and at ease with their financial situations, a passion that began in college.
Youth Financial Literacy
He sees practical events, like a child's first paycheck, as a key teaching and learning opportunity for financial concepts.

Media Appearances

Thomas has no verified media appearances

Work History

6-2025
Dually Registered Financial Advisor at Moyer Group Wealth Management/ Donald W. Nicholson & Associates
9-2021
Owner/President at Caffrey Retirement Solutions
12-2014 - 7-2021
Financial Advisor at Main Line Financial Advisors
4-2009 - 12-2014
Financial Services Representative at Veritas Strategies, Inc./ Independence Planning Group
1-1991 - 1-1995
Aviation Electronics Technician at US Navy

Education

Bachelor of Science (B.S.) from Penn State University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Perkiomenville, Pennsylvania, United States Job Level : N/A Designation : Dually Registered Financial Advisor at Moyer Group Wealth Management/ Donald W. Nicholson & Associates
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Insights For Selling To Thomas

During A Call Or A Meeting

DO's

  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Actively address their concerns around change, risk, and acceptance by users
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.

DONT's

  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Thomas is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Thomas

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Thomas move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Thomas take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Thomas

Personality Compatibility


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