Mullooly Wealth Planning

Mullooly Wealth Planning is a boutique financial planning firm established to specifically serve people who are focused on achieving their life’s dreams. Whether it be for retirement, college savings, debt reduction, vacations, tax / estate planning, or insurance, we are here to listen to your specific needs and work with you to develop a financial plan that is as unique as you are. We treat your money as if it were our own, using evidence-based insights to empower you at every stage of your financial journey.

Your Trusted Financial Planners

At Mullooly Wealth Planning, we know that you are the true driving force behind reaching your dreams. We want to enable you to follow your passions and live your most authentic and powerful life. While our services are fee-based, we believe that everyone, regardless of the amount of assets or your income can benefit from working with a financial planner. With that in mind we offer a limited number of scholarships throughout the year for those who may not be able to afford our fees.

Are you ready?

Are you ready to take the next step to financial freedom?

Steven M. Mullooly

Steven M. Mullooly has over 35 years experience in the financial services industry. Steve has held many roles throughout his career including as a financial adviser, research director, branch manager, trading supervisor, registered options principal and chief compliance officer. He has worked at regional brokerage firms, investment banks and boutique investment advisors including Merrill Lynch, Shearson Lehman Brothers, Morgan Stanley, Donaldson Lufkin & Jenrette, Schafer Cullen Capital Management, and The Cullen Funds Trust.

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