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.
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.
A lifelong resident of NJ, Jeff began his financial services career immediatly following College in 1993. Jeff earned his Bachelor of Arts degree from
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.
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I live in an area that was hit hard by Hurricane Irene. Although I lost power for a few days, that was nothing compared to the devastation...
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By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF How can you acquire and...
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Even with recent revisions to the Federal Estate Tax System, many people are still rightfully concerned over costs when their assets pass to...
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Recently my son, a 21 year old senior in college, required some minor surgery. I felt pretty comfortable with the privacy rules pertaining to...
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Legendary investor Warren Buffet and billionaire entrepreneur Bill Gates created the “Giving Pledge” in 2010. The Pledge was a way to...
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