Practice Name: The Falcon Financial Group
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
Practice Name: Allied Wealth Partners
Office Address: 14 Walsh Drive Parisppany, NJ 07054
About: Kim is celebrating her 30th year with Allied Wealth Partners. Kim helps clients navigate their own journey. She empowers them to control their own destiny. As an independent advisor she helps clients thoughtfully deal with any challenge that may arise. With both professional and personal experience in the area of divorce she can help clients to prepare for the changes ahead. Kim has spoken on topics such as Shift Happens, Core Values, Retirement Strategies and more. Kim is the founder and facilitator of The Vision Network. This group is designed to inspire growth and change. Kim teaches Retirement Planning classes through the Financial Education Network. Kim is a passionate go giver and connector.
Practice Name: Zerbo, Zambito & Cafaro, LLC
Office Address: 271 ROUTE 46 W STE D102
About: Certified Public Accountant, Accredited in Business Valuation, Certified in Financial Forensics. Business valuation and forensic accounting professional with over 20 years accounting experience. Specializes in matrimonial and divorce matters including asset and income tracing, and valuation of closely held businesses.
Practice Name: Allegra Financial
Office Address: 309 South Street, New Providence, NJ 07974
About: David is a CPA and CFP® with over 25 years of experience in the financial services industry helps provide tax and financial guidance for couples going through a divorce.
Practice Name: Barson Group
Phone: 908-203-9800 xtn 101
Office Address: 60 East Main St, PO Box 8018; Somerville, NJ 08876
About: CPA; very experienced in forensic/investigative accounting & business valuation; expert in these areas, as well as in funds flow tracing, determining income, tax & related consulting in divorce & other litigation matters; business valuations for divorce & other litigation matters as well as for gifting & estates
Practice Name: AEPG Wealth Strategies
Office Address: 25 Independence Blvd, Warren, NJ 07059
About: As a Certified Financial Planner (CFP®), Chris helps clients make wise decisions on financial life planning and investment issues. Chris is a subject matter expert for financial planning in divorce situations. Chris has presented on this topic, testified as an expert witness, and appeared on CBS News and Princeton TV in interviews on financial planning in divorce. Chris and his team help clients navigate what can be a very difficult time in their lives.
CBS News Interview: https://youtu.be/DMdSO6G6QqQ
Princeton TV Interview: https://youtu.be/_SZPOZP0ZCs