Jeff Dattolo

Jeff Dattolo helps high-net-worth families protect generational wealth through sophisticated life insurance strategies and independent policy audits. As Director of Advanced Insurance Planning & Design at OneTeam Financial, he has nearly four decades of experience designing tax-efficient insurance portfolios that help reduce risk, increase economic results, and enhance flexibility in wealth transfer planning.

A graduate of William Paterson University with a Bachelor of Arts in Business and a concentration in Finance, Jeff specializes in conducting independent audits of trust-owned life insurance—evaluating policies based on financial strength, cost competitiveness, pricing stability, relative value, and cash value allocation options. His approach focuses on a simple principle: take time to protect what you have worked your entire life to achieve. Whether working directly with clients or collaborating with their CPAs and attorneys, Jeff applies rigorous analysis to help ensure life insurance strategies are performing as intended and aligned with broader estate planning goals.

A respected voice in the industry, Jeff has contributed insights to Financial Advisor Magazine, Financial Planning Magazine, and Private Wealth Magazine. He regularly speaks at conferences and seminars on life insurance audits and trust-owned life insurance strategies. He is a qualifying member of the prestigious Million Dollar Round Table (MDRT) with Top of Table status.

Raised in Wayne, New Jersey, Jeff now lives in Pompton Lakes with his wife, Laura. As a third-degree member of the Knights of Columbus and member of St. Mary's Men's Cornerstone Group, he mentors young professionals while also serving with the 200 Club of Morris County—a charitable organization benefiting families of fallen police officers and firefighters. He is a member of Madison Rotary and Summit Elks. When not working with clients or serving his community, Jeff enjoys spending time with his wife, nieces, and nephews, riding his motorcycle, and reading.

CERTIFICATIONS

• Certified Financial Planner (CFP®)
• Chartered Life Underwriter (CLU®)
• Chartered Financial Consultant (ChFC®)
• Certified Long-Term Care (CLTC®)
• Life Underwriter Training Council Fellow (LUTCF®)
• Master Registered Financial Consultant (MRFC®)
• National Social Security Advisor (NSSA®)
• Retirement Income Certified Professional (RICP®)
• Accredited Estate Planner (AEP®)
• Accredited Investment Fiduciary (AIF®)
• FINRA Series 6, 7, 63, and 65 Securities Registrations
• Life/Health and Property/Casualty Insurance licenses

AFFILIATIONS

• Million Dollar Round Table (MDRT) - Top of Table
• William Paterson University Alumni Association
• Financial Planning Association (FPA)
• National Association of Insurance and Financial Advisors (NAIFA)
• Northern New Jersey Chapter of Financial Services Professionals
• Estate Planning Council of Northern New Jersey (EPCNNJ)
• International Association of Registered Financial Consultants (IARFC)
• National Association of Estate Planners & Councils (NAEPC)

Million Dollar Round Table and Top of Table membership is based upon insurance sales. For details regarding qualifications for these memberships, please visit: https://www.mdrt.org/membership/requirements/ Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.