AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/1hssApo
Jody is a Certified Financial Planner who assists individuals and closely held businesses to realize their life goals and objectives, and help them chart a course for financial independence. She specializes in comprehensive financial planning and wealth management. She has a certification in retirement planning from Wharton, as well as a degree in divorce financial planning. A primary focus of her practice has been on life's transitions in the area of divorce, widows/widowers and retirement; empowering individuals to move forward with a clear view of their financial future.
Specialties: Retirement Planning, Comprehensive Financial Planning and Wealth Management, Divorce Financial Planning, Financial Planning for Individuals, Business Planning for closely held businesses, Estate Planning and Insurance Needs, Education Funding
Jody works with Family Law Attorneys and Mediators to provide insight into the financial issues surrounding divorce in an effort to help individuals achieve a fair and equitable settlement. She helps her clients consider the financial and tax ramifications of their decisions, so they have a clear view of the future and feel empowered to move forward. She provides her clients with a clear view of their financial future in the coming years and in order to plan for a brighter future.
Jody is active in the Financial Planning Association of NJ. She has lectured at the Institute for Continuing Legal Education and for the Women’s Center at Morris County Community College. She is the current Chairman of the Somerset Hills YMCA Board of Director and serves on the Board of SWIM INC. She is a member of the Morristown Chamber of Commerce and has served on the Women in Business Steering Committee. She is a frequent contributor to the Star Ledger business section. Jody is active with St. James Church. She enjoys tennis, paddle tennis, swimming, walking her 2 dogs, reading and traveling. She lives in Basking Ridge.
Jody was honored with the 2014 "Women's Choice Award" for Financial Services.
NOTE: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. [Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.] Annuity and insurance products, including those of AXA Equitable Life Insurance Company and (NY, NY) and MONY Life Insurance Company of America (AZ stock company, administrative office: NY, NY), offered through AXA Network, LLC, which conducts business as AXA Network Insurance Agency of California, LLC in CA, AXA Network Insurance Agency of Utah, LLC in UT, and AXA Network of Puerto Rico, Inc. in PR. Equal Opportunity Employer – M/F/D/V. AXA Advisors, AXA Network, AXA Equitable and MONY America are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this Facebook page does not necessarily indicate that this Financial Professional is able to transact business in your state. The Falcon Financial Group, LLC is not owned or operated by AXA Advisors or its affiliates. AGE-128430 (8/17) (Exp 8/19)
