Jody D'Agostini, CFP®, CDFA™

Jody D'Agostini, CFP®, CDFA™

CERTIFIED FINANCIAL PLANNER™ Professional, CDFA™, Senior Partner

Phone: 973-401-2513
Fax: 973-401-1623
E-mail:
 

Jody graduated with a B.S. in Biology from Bucknell University with a concentration in Business, and from Rutgers Medical School as a Physician’s Assistant. She started her working life in the medical and pharmaceutical industries.  Jody focuses her practice in the areas of comprehensive financial planning and wealth management for individuals and closely held businesses using a goal-based, holistic approach to finances.  She specializes in the area of retirement and estate planning, having obtained a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania. Jody received her CERTIFIED FINANCIAL PLANNER™ designation in 2002. 
She received the “Women’s Choice Award” for Financial Advisors in 2014/2015 and 2016/2017, highlighted in USA Today, as one of the top 100 advisors for women in the United State and is a multi-year Five Star Wealth Manager awarded by NJ Monthly Magazine.

Jody has been working with Family Law Attorneys and Mediators providing insight into the financial issues surrounding divorce to assist individuals achieve a fair and equitable settlement. She helps the client to consider both the financial and tax ramifications of decisions that need to be made, so that not only do they have a clear view of the future, but also they feel empowered to move forward towards a brighter future. Jody is a CDFA? (Certified Divorce Financial Analyst) and belongs to the New Jersey Collaborative Law Group.

Jody is active in the Financial Planning Association of NJ and lectures at the Institute for Continuing Legal Education and the Women’s Center at Morris County Community College.  She serves on the Somerset County YMCA Board of Director, the Board of SWIM INC. and is the Founder of Community in Crisis; a non-profit dedicated towards taking the stigma out of addiction, working on prevention and education around the heroin/opiate epidemic. She is a member of the Morristown Chamber of Commerce and is a frequent contributor to the Star Ledger business section and nj.com. Jody received the Statewide YMCA “Social Responsibility Champion” Award and the Freedom House “Citizen of the Year” Award in 2015 for her work with “Community in Crisis” and the Women of Leadership Award by the Boy Scouts of America in 2016. She was awarded the “Hometown Hero” Award from the Somerset County Commission on Women, the AXA “Hearts in Action” and the Invest in Others, “Catalyst Award” winner in 2017. She is active with St. James Church and enjoys tennis, paddle tennis, swimming, walking her 2 dogs, reading and traveling.  

icenses: Life and health insurance in various states.
FINRA Securities registration: Series 7 and 66

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.


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.