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Jeffrey M. Valle, CFP®, ChFC®, CLU®
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Qualifications:
Over 18 years' experience assisting clients to identify and work towards achieving their financial goals. |
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Education: Moravian College: BA in Business Management and Industrial Organizational Psychology. |
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The American College: Chartered Financial Consultant® Designation and Chartered Life Underwriter® Designation. |
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Wharton Certificate in Retirement Planning. AXA Advisors Hall of Fame member. Qualifier for the Million Dollar Round Table Organization. |
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CERTIFIED FINANCIAL PLANNER™ professional.
Licenses: Life & Health in Various States and FINRA Securities Registration Series 6, 7, 24, 53, 63, 65. |
WEALTH MANAGEMENT PHILOSOPHY: Our dynamic "Total Wealth Management" approach is customized to meet your unique financial needs and objectives.
We follow a comprehensive five-step process designed to determine the optimal approach to manage your assets:
1. Discovery - Understanding your personal, professional, and financial life goals.
2. Education - Discuss the risk/reward characteristics of different asset classes and their contributions to the overall portfolio asset allocation.
3. Recommendations - The optimal blend of investment vehicles to meet your goals.
4. Implementation - The investment methodologies employed to construct your portfolio.
5. Active Management - Regular review of the portfolio's performance
PERSONAL INFORMATION & COMMUNITY INVOLVEMENT: Resides in Stewartsville, New Jersey with wife, Denise, and daughters, Kayla, Emma, and Tia, and son, Brady.
Actively supports The American Cancer Society and various other charitable organizations. Jeff is president of The Greenwich Organization for Funding Recreation a (501c3). Interests include coaching kid's sports, golfing, and spending time in Disney with family and friends.
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Areas of Focus
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Map
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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 requirement.
Jeffrey M. Valle is a registered representative and investment advisor representative who offers securities and investment advisory services through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC, and is an agent who offers annuity and insurance products through AXA Network, LLC and/or its insurance agency subsidiaries. The Falcon Financial Group, LLC is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. 177-00029(1/12).
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the New Jersey area (includes Atlantic, Bergen, Cape May, Cumberland, Essex, Hudson, Hunterdon, Mercer, Middlesex, Monmouth, Morris, Ocean, Passaic, Salem, Somerset, Sussex, Union and Warren counties in the state of New Jersey) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 41,400 wealth managers in the area. 1,312 award candidates in the New Jersey area were considered for the award, of which 400 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or New Jersey Monthly.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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