Jody D'Agostini

The Falcon Financial Group, LLC

10 Madison Ave
Morristown, NJ 7960

: 973-401-2513

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I work with individuals and closely-held businesses. I specialize in comprehensive financial planning, wealth strategies and investments, divorce financial planning and retirement planning.

Certifications & Licenses:

Certified Financial Planner™ professional (CFP®), Certified Divorce Financial Analyst (CDFA™), Retirement Planning Certificate from the Wharton School, FINRA Series 7 and 66, Life and Health

States where licensed: Various

“I feel that women want to work with an advisor who provides comprehensive financial planning services and whom they can trust. I work to empower my clients to make informed decisions about their financial goals, in order to ensure a bright future.“ Jody D’Agostini - Jody D'Agostini

Our Practice

Two thirds of the wealth in the US ends up in women’s hands, many of whom are ill-equipped to make the necessary decisions to navigate their financial future. I have made it my mission to educate and empower women to realize their goals, understand their finances, and create options to better enjoy their families and lives and ultimately, to pass on their wealth to those whom they choose. I team with their other advisors to meet their goals through comprehensive financial planning and wealth strategies. I commit myself to being their trusted advisor by vigorously pursuing financial education

Services Offered and Area of Focus

Comprehensive Financial Planning
Divorce Financial Planning
Wealth Management/Investments
Retirement Planning
Estate Planning

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Disclosures

The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of October 2018, of the 463 considered for the Women’s Choice Award, 108 were named Women’s Choice Award Financial Advisors/Firms.

Broker: Equitable Advisors LLC
Term: 5/18/2022 - 5/18/2024

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DISCLOSURE Information

The Women’s Choice Award® Verified Financial Advisor program was created by WomenCertified Inc., the Voice of Women, to Simplify her life by doing the homework for her, which allows her to spend less time researching and struggling over choices in today’s cluttered marketplace and more time focusing on what really matters. When she chooses to work with a Women’s Choice Award® Verified Financial Advisor, she can be confident that she is choosing a thoroughly vetted advisor that caters to and understands the women's market. This is the first and only recognition program for well-qualified advisors who are committed to the women’s market. It was started in 2013.

Financial Advisors are Verified based on 17 objective criteria associated with providing quality service to women clients, such as educational and professional credentials, experience, and a favorable regulatory history, among other factors, including letters of validation and professional background checks. Financial advisors do not pay a fee to apply, be considered or qualify for the program. All qualified advisors are listed on womenschoiceaward.com. Once qualified, financial advisors may purchase additional marketing collateral such as licensed seal/badge usage, featured enhanced listing or additional promotional products. Verified advisors showing up in the featured listings on the site have paid a fee to appear there. The inclusion of a financial advisor within the WCA Verified Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of quality of services provided to clients or future investment success.

Women’s Choice Award® Verified Financial Advisors represent less than 1% of financial advisors in the U.S. Advisors are verified on rolling basis throughout the year. Only self-completed surveys were used for qualification for 2024.