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

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

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 27 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, retirement 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, Retirement Income Certified Professional (RICP®) 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 Equitable Advisors in the Hall of Fame, as well as recognition from the Million Dollar Round Table as a life and Top of The Table qualifier of the MDRT.  Jeff was also recognized in NJ Monthly Magazine as a "Five Star Wealth Manager" every year since 2012.

Jeff currently resides in Bloomsbury, 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 "Communities in Crisis" (Opiate Epidemic awareness and intervention), 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 Equitable 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 Equitable Advisors' affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable 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 Equitable atretirement@axa-equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@axa-equitable.com.

The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation's required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

CA License #0K82641

 

California Insurance License #: 0K82641


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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 Equitable Advisors, LLC or its affiliates.

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