Jody D'Agostini, CFP®, CDFA™, RICP®

Background, Focus Areas and Recognition:
Jody graduated with a B.S. in Biology from Bucknell University with a concentration in Business, and from
Rutgers Medical School as a Physician’s Assistant. She started her working life in the medical and
pharmaceutical industries. Jody focuses her practice in the areas of holistic financial planning and wealth
management for individuals and closely held businesses using a goal-based, holistic approach to their finances.
She focuses in the areas of retirement and estate planning strategies, having obtained a Certificate in
Retirement Planning from the Wharton School at the University of Pennsylvania. She received the “Women’s
Choice Award” for Financial Advisors from 2014 through 2026, highlighted in USA Today, as one of the top 100
advisors for women in the United States and is a multi-year Five Star Wealth Manager awarded by NJ Monthly
Magazine. She recently completed the Columbia University Credentialed Holistic Financial Coach Course.
Jody has been working with Family Law Attorneys and Mediators for over 15 years providing insight into the
financial issues surrounding divorce to assist individuals in achieving a fair and equitable settlement, but most
importantly to assist in making decisions that give them a clear view of their future and a path towards
achieving their life goals. She helps them feel empowered to move forward towards a brighter future. Jody is a
CDFA , (Certified Divorce Financial Analyst) and belongs to the New Jersey Collaborative Law Group.
Community Impact and Involvement:
Jody is active in the Financial Planning Association of NJ and lectures at the Institute for Continuing Legal
Education and the Women’s Center at Morris County Community College. She is the CEO and Board Chair of
Community in Crisis; a non-profit dedicated towards taking the stigma out of addiction, working on prevention
and education around the heroin/opiate epidemic and providing sobriety support to individuals struggling. She
is a member of the Morristown Chamber of Commerce and is a frequent contributor to the Star Ledger and
nj.com and has been quoted in Forbes, Barron’s, the Wall Street Journal, Money Magazine, NerdWallet, Fortune,
Real Simple and cnn.com. Jody received the Statewide YMCA “Social Responsibility Champion” Award and the
Freedom House “Citizen of the Year” Award in 2015 for her work with “Community in Crisis” and the Women of
Leadership Award by the Boy Scouts of America in 2016. She was awarded the “Hometown Hero” Award from
the Somerset County Commission on Women, the AXA “Hearts in Action” and the Invest in Others, “Catalyst
Award” winner in 2017. Jody received the Lifetime Achievement Award from the Somerset County Y in 2018.
Personal:
Jody is active with St. James Church and enjoys tennis, paddle tennis, swimming, yoga, walking her 2 dogs,
reading and traveling but mostly spending time with her family at the Jersey shore.
My Professional Qualifications:
• CERTIFIED FINANCIAL PLANNER™ professional, (CFP®)
• Certified Divorce Financial Analyst , (CDFA )
• Retirement Income Certified Professional®, (RICP®)
• Life & Health insurance in various states,
• FINRA Securities registrations: Series 7 and 66

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through
Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. The Falcon Financial Group, LLC is not a registered investment
advisor and is not owned or operated by Equitable Advisors or Equitable Network.
This Five Star Wealth Manager Award was given on December 1, 2022, remains valid for the year of 2023 and is administered by Crescendo Business Services, LLC (dba Five Star Professional). Jody
D'Agostini has received this award each year since 2015. 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. AGE 5766824.1 (06/23) (Exp. 06/25)

Morristown, NJ

Mobile: (908) 295-0092

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