Jeffrey P. Deiss, CFP®, AEP®

Jeffrey P. Deiss, CFP®, AEP®

Jeff is Director of Wealth Planning at ACM Wealth, where he leads and directs financial planning engagements for the firm, manages new and existing client relationships, and helps establish the firm’s growing wealth management practice. As a seasoned financial planner and wealth manager, Jeff has advanced expertise in multiple wealth management disciplines, with specialized knowledge in estate and investment planning, long-term care planning, life insurance, and annuity products.

Before joining ACM Wealth, Jeff spent 20 years serving families with some of the world’s biggest private banks, including Citi, JP Morgan, and BNY Mellon. He also enjoyed a five-year tenure with a boutique independent estate planning and insurance advisory firm. 

Jeff received his B.B.A. in Finance from James Madison University and his M.B.A. in Finance from Fordham University. He also holds the CERTIFIED FINANCIAL PLANNER™ certificate and the Accredited Estate Planner® designation awarded by the National Association of Estate Planners and Councils. From 2012 – 2017, he served as President of the Estate Planning Council of Bergen County and is currently a member of the Greater NJ Estate Planning Council. In addition, he is a five-time recipient of the coveted Five Star Wealth Manager designation by New Jersey Monthly.

Jeff believes in taking a collaborative and holistic approach to financial planning, helping clients understand how their financial decisions impact their overall well-being. Ultimately, his goal is to positively impact his clients’ lives, empowering them to use their wealth in ways that are most meaningful to them. He is widely known for his innate ability to instill confidence in his clients and offer profound peace of mind that their financial plan is sound and adapts to their evolving needs.