Jody D'Agostini, CFP®, CDFA™, RICP

Jody D'Agostini, CFP®, CDFA™, RICP

CERTIFIED FINANCIAL PLANNER™ Professional, CDFA™, Senior Partner

Office: 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 their finances.  She focuses in the areas of retirement and estate planning strategies, having obtained a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania.   She received the “Women’s Choice Award” for Financial Advisors from 2014 through 2023, highlighted in USA Today, as one of the top 100 advisors for women in the United States and is a multi-year Five Star Wealth Manager awarded by NJ Monthly Magazine. She recently completed the Columbia University Credentialed Holistic Financial Coach Course.

 

Jody has been working with Family Law Attorneys and Mediators for over 15 years providing insight into the financial issues surrounding divorce to assist individuals in achieving a fair and equitable settlement, but most importantly to assist in making decisions that give them a clear view of their future and a path towards achieving their life goals. She helps them feel empowered to move forward towards a brighter future. Jody is a CDFAä (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 is the CEO and Board Chair 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 and providing sobriety support to individuals struggling. She is a member of the Morristown Chamber of Commerce and is a frequent contributor to the Star Ledger business section and nj.com. She has been quoted in Forbes, Barron’s, the Wall Street Journal, Money Magazine and cnn.com online.  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. Jody received the Lifetime Achievement Award from the Somerset County Y in 2018. She is active with St. James Church and enjoys tennis, paddle tennis, swimming, walking her 2 dogs, reading and traveling but mostly spending time with her family at the Jersey shore. 
 

Licenses: 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 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@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@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 Insurance License Number 0K78444

California Insurance License #: 0K78444


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.

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Check the background of this financial professional on FINRA's BrokerCheck