Jeffrey M. Valle,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey M. Valle, CFP®

ChFC, CLU

The Falcon Financial Group, LLC

10 Madison Ave, 2nd Flr
Morristown, NJ 07960
FINANCIAL ADVISOR'S WEBSITE
(973) 401-2517

General

Jeffrey Valle 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 Overview



The Falcon Financial Group's collective capabilities and experience - together with our team approach - allows us to assess and offer you a wide-range of financial products and services.

Whether it's developing a fee-based financial plan, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide up-to-date and cost-effective financial strategies to our valued clients.

The keys to our firm's success are our professional excellence and integrity, and our constant pursuit of open communication and an in-depth understanding of each of our client's unique financial needs. Our associates credentials, experience and principled approach allow us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients.

We look forward to helping you take control of your financial future.

More

Financial Advisor Experience

Jeffrey Valle has been a financial consultant with AXA Advisors, LLC for over 20 years. Jeff founded the Falcon Financial Group, LLC in 2009 along with several partners after leaving a very successful 14 year management role with AXA.

A lifelong resident of NJ, Jeff began his financial services career immediatly following College in 1993. Jeff earned his Bachelor of Arts degree from Moravian College with a double major in Business Management and Industrial Organizational Psychology.

Jeff believes in being "a student of the game". He furthered his education by earning the Chartered Financial Consultant designation in 1998 and the Chartered Life Underwriter designation in 1999 -- both from The American College. Jeff also completed the course work for a Wharton Certificate in Retirement Planning. In addition to those credentials Jeff earned the CFP® - CERTIFIED FINANCIAL PLANNER™ designation from the CFP board of standards. Most recently, Jeff completed coursework in advanced asset allocation at the Faculty Club at Harvard University. In the business of advice, you must have knowledge of your business and educate your clients to help empower them to make good decisions.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Chartered Life Underwriter (CLU®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

AXA Advisors, LLC

Broker-Dealer Disclaimer

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care

More

Helpful Financial Planning Resources