Jody D'Agostini, CFP, CFDA

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Practice Name: The Falcon Financial Group

Email: jdagostini@thefalconfinancialgroup.co

Phone: 973-401-2513

Website: www.thefalconfinancialgroup.com

Office Address: 10 Madison Ave., Morristown, NJ 07960

About: Jody graduated with a B.S. in Biology from Bucknell University and from Rutgers Medical School as a Physician’s Assistant. She began her work life in the medical and pharmaceutical industries. Jody focuses on comprehensive financial planning and wealth management for individuals and closely held businesses using a goal-based, holistic approach with specialties in the area of retirement and estate planning, having obtained a Certificate in Retirement Planning from the Wharton School.
She received the “Women’s Choice Award” in 2014-2017, as one of the top 100 advisors for women in the US and is a Five Star Wealth Manager by NJ Monthly.

Jody works with Family Lawyers providing guidance on the financial and tax implications surrounding divorce so individuals have a clear view of the future and achieve a fair and equitable settlement. They feel empowered to move forward towards a brighter future. Jody is a CDFA and belongs to the NJCLG.

Jody lectures at ICLE and the Women’s Center at Morris County Community College. She serves on the Somerset County Y Board of Directors, SWIM Inc, and is the Founder of Community in Crisis; a non-profit dedicated towards taking the stigma out of addiction; working on prevention, education and recovery support around the heroin/opiate epidemic. She is a member of the Morristown Chamber of Commerce and is a frequent contributor to the Star Ledger and nj.com. Jody received the Statewide Y “Social Responsibility Champion” Award and the Freedom House “Citizen of the Year” Award in 2015, the Women of Leadership Award by the Boy Scouts of America in 2016, the “Hometown Hero” Award from the Somerset County Commission on Women in 2017, AXA Hearts in Action Award, and the "Invest in Others" Catalyst Award in 2017.
• AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA California license number: #0K78444

Anna Tselevich

Anna is a sophomore in college. She blogs at Undeniably Anna. She describes herself as a budding entrepreneur, and runs her own social media management and web design business. She loves sailing, sweet tea, knitting, and a good book. She can not wait for what lies ahead for Undeniable, and hopes to meet more great people along the way!