Jody D'Agostini
Founding Member, Financial Advisor, CFP®, CDFA™, RICP®
PERSONAL
My name is Jody D’Agostini, and I am a founding member at Woman Owned Wealth. I am a CERTIFIED FINANCIAL PLANNER™ professional, (CFP®), Certified Divorce Financial Analyst™, (CDFA™), and Retirement Income Certified Professional®, (RICP®)
Obsessions – My family (including our 2 dogs), friends, community, and the Jersey Shore.
Hobbies – Spending time with family, staying active (primarily through tennis, paddle tennis, swimming, and walking my dogs), reading, traveling, and supporting my local parish, St. James.
Proud moment – My recent proud moment stemmed from a past tragedy. In 2013, two of my daughter’s friends were tragically lost to an opioid overdose which galvanized me to tackle the epidemic within the Somerset Hill community by founding Community in Crisis (CiC). In the fall of 2023, I had the honor of attending the National Youth Substance Use Prevention Summit where CiC received a Blue Ribbon Award from the White House. The Blue Ribbon Coalition Award recognizes high performing coalitions that do an exceptional job creating a foundation for their work by updating and utilizing their coalition products. While the opiate epidemic is one of the worst tragedies today hurting families physically, emotionally, and financially, it’s been amazing to see how CiC can support so many in need and achieve recognition at a national level.
PROFESSIONAL
Prior to beginning my career as a Financial Advisor over 15 years ago, I spent my working life in the medical and pharmaceutical industries. My original training stemmed from a B.S. in Biology from Bucknell University with a concentration in Business, and from Rutgers Medical School as a Physician’s Assistant.
In 2005, I joined Equitable Advisors as a Financial Advisor. Over the years, I’ve focused my practice in the areas of comprehensive financial planning and wealth management for individuals and closely held businesses using a goals-based, holistic approach to finances.
In 2023, my teammates and I founded the Woman Owned Wealth marketing initiative with the goal of providing holistic financial support at every stage of a women’s financial journey.
PURPOSE
Success is based on hard work, passion, commitment, and tenacity. We are in a helping profession which is one of the aspects I find most rewarding about this career. I’m proud to be a member of this team because we support each other and our clients as we would for any members of our family. I’ve been a lifelong team player and know that our shared success stems from hard work, passion, and a steadfast commitment to our clients. Nobody has achieved at a high level without help along the way and I feel blessed and thankful for the individuals in my life that have enabled me to prosper.
AWARDS/RECOGNITION
Named as one of Forbes 2026 Top Women Wealth Advisors Best-In-State
Received the “Women’s Choice Award” for Financial Advisors from 2014 through 2023
Highlighted in USA Today, as one of the top 100 advisors for women in the United States
Multi-year Five Star Wealth Manager awarded by NJ Monthly Magazine
Completed the Columbia University Credentialed Holistic Financial Coach Course
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
Member of the Morristown Chamber of Commerce
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
Received the Statewide YMCA “Social Responsibility Champion” Award and the Freedom House “Citizen of the Year” Award in 2015 for my work with “Community in Crisis” and the Women of Leadership Award by the Boy Scouts of America in 2016
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
Received the Lifetime Achievement Award from the Somerset County Y in 2018
Frequent contributor to the Star Ledger and nj.com and quoted in Forbes, Barron’s, the Wall Street Journal, Money Magazine, NerdWallet, Fortune, Real Simple and CNN.com
