Emily  Jaffe,  CFP<sup>&reg;</sup> - Financial Advisor

Emily Jaffe, CFP®

CDFA®

President

OFC Wealth Management

35 Canoe Brook Rd
Short Hills, NJ 07078-1119

General

Emily Jaffe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at OFC Wealth Management in Short Hills, NJ and the surrounding communities.

Financial Advisor Overview

Emily Jaffe is the President of OFC Wealth Management, a fee-only boutique Wealth Management, Financial Planning and Divorce Financial Planning firm dedicated to providing ongoing comprehensive advice for high-achieving women and couples in transition. Emily has over 25 years of experience in the financial industry. She graduated from The Wharton School at the University of Pennsylvania with a B.S. in Economics, with a dual concentration in Finance and Entrepreneurial Management. She received her Certificate in Financial Planning from Fairleigh Dickinson University and earned her CFP® designation in 2018. In addition to general financial planning, as a Certified Divorce Financial Analyst™, she helps divorcing individuals and couples make informed financial decisions. She is the regional board President of the National Association of Personal Financial Advisors (NAPFA), a professional organization of fee-only financial planners.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes

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Helpful Financial Planning Resources