Jeffrey M. Valle, CFP®, CDFA™, ChFC, CLU

Jeffrey M. Valle, CFP®, CDFA™, ChFC, CLU

CERTIFIED FINANCIAL PLANNER™ Professional, CDFA™, Managing Partner

Jeffrey M. Valle graduated from Moravian College with a B.A. in Business Management and Industrial/Organizational Psychology. Jeff has been a financial consultant for over 22 years and spent 15 of them in Branch Management. In 2009, Jeff founded the Falcon Financial Group with his partners to create a firm that focuses on the many needs of the affluent and emerging affluent community. Jeff specializes in comprehensive financial planning and wealth management for individuals and business owners.

Jeff earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, his Chartered Financial Consultant (ChFC) designation, Chartered Life Underwriter (CLU) designation and Certified Divorce Financial Analyst (CDFA™) designation. Jeff believes that to offer quality financial advice you must constantly strive to educate yourself and your clients to empower them to make good decisions. Jeff also completed coursework for a Wharton Certificate in Retirement Planning and studied advanced asset allocation at the Faculty Club at Harvard University.

Jeff’s accomplishments in his industry include recognition from AXA Advisors in the Hall of Fame, as well as recognition from the Million Dollar Round Table as a life and qualifying member of the MDRT. MDRT represents the top 1% of the financial services industry. As a court of the table qualifier, Jeff does 3 times the production required to attain membership in the MDRT. Jeff was also recognized in NJ Monthly Magazine as a "Five Star Wealth Manager" every year since 2012.

Jeff currently resides in Stewartsville, NJ, with his wife Denise, daughters, Kayla, Emma and Tia, and his son, Brady. Jeff's interests include coaching youth sports, playing golf and spending time with family. Jeff's charitable interests include supporting The American Cancer Society and various other charitable organizations. Jeff also founded and served as president of a 501c3 that raised money for his town’s recreational programs.

Licenses: Life and health insurance in various states.
FINRA Securities registration: Series 6, 7, 53, 63, 65, 24

CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

CA License #0K82641

 

California Insurance License #: 0K82641


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The Falcon Financial Group, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 973-401-2517
Fax 973-401-2507