Jeffrey D. Dattolo, CFP®, CLU, ChFC, CLTC, AEP®, NSSA
Jeffrey Dattolo graduated from William Paterson University with a Bachelor of Arts in Business Administration with a concentration in finance. He began his career in the financial-services industry in 1988. Over the years, his experience has included positions with John Hancock, Nationwide, and Merrill Lynch’s Private Client Group.
Jeff is Director of Advanced Design at Atlas Advisory Group, LLC. Atlas Advisory Group is a Member Firm of M Financial Group, one of the nation’s most innovative financial services design and distribution companies serving the affluent and corporate markets.
Jeff focuses his practice largely upon the area of estate planning with an emphasis on wealth transfer and tax-management strategies. He sees his primary responsibility to his financially successful clients as helping them keep together what it has likely taken them a lifetime to put together. In this, his approach is to help his clients reach their financial goals by integrating all relevant aspects of the financial-planning process for them—i.e., investments, estate planning, tax planning, and life insurance must become parts of a single integrated whole that will address those goals. He works closely with his clients’ attorneys and accountants and other financial professionals, to create the strategies that will best serve their shared clients’ interests. He believes strongly that each client’s situation is unique and so deserves the personalized approach designed to address its specific requirements.
He works extensively with designing sophisticated life-insurance portfolios to enable his clients and their advisors to optimize economic results, minimize risks, and/or to enhance their flexibility in intergenerational wealth-management planning. A respected voice in the industry, Jeff has contributed to Financial Advisor Magazine, Financial Planning Magazine and Private Wealth Magazine.
Jeff holds some of the financial industry’s valued professional designations/affiliations, including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). He has also earned the Life Underwriter Training Council Fellow (LUTCF), Certified Financial Manager (CFM), Certified Long Term Care (CLTC), Registered Financial Consultant (RFC) and Accredited Estate Planner (AEP).In addition, Jeff is one of the few advisors in New Jersey to obtain the National Social Security Advisor (NSSA) designation. Jeff is also a qualifying member of the prestigious Million Dollar Round Table (MDRT).
Jeff holds FINRA Series 6, 7, 63, and 65 licenses, as well as licenses for life/health and property/ casualty insurance. He brings a diversified work history in financial services to Atlas Advisory Group.
He is a member of the William Paterson University Alumni Association, the Financial Planning Association (FPA), the National Association of Insurance and Financial Advisors (NAIFA), the Northern New Jersey Chapter of Financial Services Professionals, Estate Planning Council of Northern New Jersey (EPCNNJ), the International Association of Registered Financial Consultants (IARFC) and the National Association of Estate Planners & Councils (NAEPC).
Jeff conducts fund-raising for the local Boys and Girls Club there and for St. Joseph’s Hospital Pediatric Hematology Oncology Department in Paterson, New Jersey. He is a third-degree member of the Knights of Columbus and a member of St. Mary’s Men’s Cornerstone Group, and is a past Secretary of the Wayne Rotary Club.