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ADFP

Association of Divorce Financial Planners

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  • What is Divorce Financial Planning?
    • About DFPs
    • Benefits
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You are here: Home / Member Listing Pages / Jody C. D’Agostini

Jody C. D’Agostini

January 18, 2022 By Tina Caldwell

Jody
C.
D'Agostini

I’ve been practicing divorce financial planning over 15 years, providing insight into the tax and financial issues for a fair and equitable settlement, I help you see a clear view of your future and a path towards achieving your life goals, and feel empowered to move forward.

Jody D'Agostini
My Email
My Website
The Falcon Financial Group
10 Madison Ave.
Morristown
NJ
07960
USA

Phone

973-401-2513

Licenses

Series 7
Series 66
State Life and Health

Certifications

CFP
CDFA
RICP
Collaborative Divorce
Retirement Certification from Wharton

Honors & Recognition

Women’s Choice Award for Financial Advisors in 2014/2015 and 2016/2017, 2018/2019 and 2020/2021
Highlighted in USA Today, as one of the top 100 advisors for women in the United States
Multi-year Five Star Wealth Manager awarded by NJ Monthly Magazine
Quoted in Baron’s, the Wall Street Journal, Money Magazine, Thinkadvisor, NJ.com, The Star Ledger, yahoofinance, and cnn.com online
Received the Statewide YMCA “Social Responsibility Champion” Award
Freedom House “Citizen of the Year” Award in 2015 for her work with “Community in Crisis”
Women of Leadership Award by the Boy Scouts of America in 2016
Awarded the “Hometown Hero” Award from the Somerset County Commission on Women
AXA “Hearts in Action” and the Invest in Others
Catalyst Award winner in 2017
Lifetime Achievement Award from the Somerset County Y in 2018

CDFA Training

2007

Mediation Training

2008

Collaborative Training

2008
Services offered in these states (read more…)
NJ New Jersey N.J.

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