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

CA Insurance Lic. # 0K82641

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 30 years and spent 15 years 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 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. In 2024 Jeff completed coursework from Columbia University and was awarded the Holistic Financial Coach designation.

Jeff’s distinguished accomplishments 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. In addition, Jeff has been acknowledged by AdvisorHub Magazine in their 2023 annual rankings, ‘50 Advisors to Watch (Under $1B)’.

Community Impact, Involvement, Personal:
Jeff currently resides in Bloomsbury, NJ, with his wife Denise, daughters, Kayla, Emma and Tia, and son, Brady. Jeff's interests include supporting youth sports, playing golf and spending time with family in Disney World and on Disney Cruises. Jeff's charitable interests include supporting "Communities in Crisis" (Opiate Epidemic awareness and intervention), The American Cancer Society, Special Needs Hockey, and Special Needs Cheerleading. In addition, Jeff and his wife volunteer at Stewartsville Performing Arts Club. Jeff also founded and served as president of a 501c3 that raised money for his town’s recreational programs.

Professional Qualifications:
• Certified Financial Planner professional, (CFP®)
• Certified Divorce Financial Analyst, (CDFA)
• Chartered Financial Consultant, (ChFC)
• Chartered Life Underwriter, (CLU)
• Retirement Income Certified Professional®, (RICP®)
• Certified Plan Fiduciary Advisor (CPFA®)
• FINRA Securities Registrations: Series 6, 7, 24, 53, 63, and 65
• Life & Health insurance in various states

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 Financial 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 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.

This Five Star Wealth Manager Award was given on December 1, 2023, remains valid for the year of 2024 and is administered by Crescendo Business Services, LLC (dba Five Star Professional).  Neither the named award recipient nor any other party has paid or otherwise compensated Crescendo Business Services, LLC to be considered for or to win the award. 

CA License #0K82641