Jody C. D'Agostini,  CFP<sup>&reg;</sup> - Financial Advisor

Jody C. D'Agostini, CFP®

The Falcon Financial Group, LLC

10 Madison Ave, 2nd Floor
Morristown, NJ 07960
(973) 401-2513

General

Jody D'Agostini is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Falcon Financial Group, LLC in Morristown, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA

Insurance Licenses

  • Life insurance: NJ, NY, CT, PA
  • Health/disability insurance: NJ, NY, CT, PA,CO
  • Fixed annuities: NJ, NY, CT, PA,CO
  • Variable annuities: NJ, NY, CT, PA,CO

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Getting Divorced, Insurance, Retirement, Long-term Care, Women's Finances

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Helpful Financial Planning Resources