Jody’s path to financial services was shaped by both professional experience and personal conviction. After beginning her career in healthcare, she transitioned into financial planning with a clear purpose: to help individuals make informed, confident decisions about their financial future.
For more than 15 years, Jody has a focus in comprehensive financial planning, retirement income strategies, and divorce financial planning. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst™, she works closely with attorneys and mediators to guide clients through complex financial transitions with clarity and confidence.
Her thought leadership has been featured in national publications including Forbes, The Wall Street Journal, Barron’s, and CNBC—reflecting her commitment to education-first planning and informed decision-making.
Beyond her advisory work, Jody is deeply committed to community leadership and nonprofit impact, reinforcing the values-driven foundation of Woman Owned Wealth.
jdagostini@thefalconfinancialgroup.com
p. (973) 401.2513 | c. (908) 295.0092