Jeffrey P. Deiss, CFP®, AEP®

Jeffrey P. Deiss, CFP®, AEP®
Associate Advisor:
David Fuchs, CFP®
Client Service Associate:
Lisa Meringolo

Jeffrey P. Deiss, CFP®, AEP®

Director of Wealth Planning

Jeff enjoys working with clients to positively impact their lives, whether it is empowering them to use their wealth in ways that are most meaningful to them or simply helping them sleep better at night. Jeff has broad experience in all aspects of financial planning and wealth management with particular expertise in retirement planning, insurance products and estate planning.

Jeff enjoys working with families to provide peace of mind knowing that their financial plan is sound and that we are here for them as their financial lives evolve. He focuses on creating value through proactive discussions and translating his experience into meaningful conversations about money and family values.

Jeff’s career includes over 20 years working closely with families at major private banks such as Citi, JP Morgan and BNY Mellon. Prior to joining ACM, Jeff also spent five years at an independent insurance and estate planning boutique.

Jeff received his B.B.A. in Finance from James Madison University and his M.B.A. in Finance from Fordham University. Jeff holds the CERTIFIED FINANCIAL PLANNER™ certificate and the Accredited Estate Planner® designation awarded by the National Association of Estate Planners and Councils.

Jeff is the past President of the Estate Planning Council of Bergen County and a member of the Greater NJ Estate Planning Council. A resident of Ridgewood, NJ, Jeff enjoys spending time outdoors with his family, coaching and volunteering in local activities.

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