Jeffrey M. Valle, CFP®, ChFC,® CDFA™, CLU,® RICP®
CERTIFIED FINANCIAL PLANNER™ professional, Retirement Planning Specialist
Background, Focus Areas and Recognition:
Jeffrey M. Valle graduated from Moravian College with a B.A. in Business Management and
Industrial/Organizational Psychology. Jeff has been a financial consultant for over 30 years
and spent 15 of them in Branch Management. In 2009, Jeff founded the Falcon Financial
Group with his partners to create a firm that focuses on the many needs of the affluent and
emerging affluent community. Jeff specializes in comprehensive financial planning,
retirement planning, and wealth management for individuals and business owners.
Jeff believes that to offer quality financial advice, you must constantly strive to educate
yourself and your clients to empower them to make good decisions. Jeff also completed
coursework for a Wharton Certificate in Retirement Planning and studied advanced asset
allocation at the Faculty Club at Harvard University.
Jeff’s accomplishments include recognition from Equitable Advisors in the Hall of Fame, as
well as recognition from the Million Dollar Round Table as a life and Top of The Table
qualifier of the MDRT. Jeff was also recognized in NJ Monthly Magazine as a "Five Star
Wealth Manager" every year since 2012. Most recently, Jeff has been recognized by
AdvisorHub Magazine in their 2023 annual rankings, ‘50 Advisors To Watch (Under $1B)’.
Community Impact and Involvement / Personal:
Jeff currently resides in Bloomsbury, NJ, with his wife Denise, daughters, Kayla, Emma and Tia,
and his son, Brady. Jeff's interests include coaching youth sports, playing golf and spending
time with family. Jeff's charitable interests include supporting "Communities in Crisis" (Opiate
Epidemic awareness and intervention), The American Cancer Society, Special Needs Hockey,
and Special Needs Cheerleading. Jeff also founded and served as president of a 501c3 that
raised money for his town’s recreational programs.
My Professional Qualifications:
• Certified Financial Planner™ professional, (CFP®)
• Certified Divorce Financial Analyst™, (CDFA™)
• Chartered Financial Consultant, (ChFC)
• Chartered Life Underwriter, (CLU)
• Retirement Income Certified Professional®, (RICP®)
• FINRA Securities Registrations: Series 6, 7, 24, 53, 63, and 65
• Life & Health insurance in various states
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
This Five Star Wealth Manager Award was given on January 1, 2024, remains valid for the year of 2024 and is administered by Crescendo Business Services, LLC (dba Five Star Professional). Jeffrey M. Valle has received this award each year since 2012. Neither the named award recipient nor any other party has paid or otherwise compensated Crescendo Business Services, LLC to be considered for or to win the award.
CA Insurance Lic. #: 0K82641
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.