Robert J Falcon

CFP®, CPA/PFS, CCFC, MBA

Falcon Wealth Managers LLC

President, Financial Advisor

Robert J Falcon

CFP®, CPA/PFS, CCFC, MBA

Falcon Wealth Managers LLC

President, Financial Advisor

As a fee-only financial planner with Big 4 tax experience, I liberate clients from their financial uncertainties and enable them to focus on themselves, their careers, and their families. From tax planning for stock options and executive compensation to developing the best withdrawal strategy in retirement, I make sure my clients don't pay any more tax than necessary. As a CCFC, I help families to save on the cost of college and to minimize student loan debt. - Robert J Falcon, CFP®, CPA/PFS, CCFC, MBA

Philadelphia area Fee-Only financial planner serving clients locally and across the country.

Robert Falcon is a Philadelphia area fee-only financial planner. Falcon Wealth Managers LLC provides comprehensive and objective tax, financial, and retirement planning to help pharmaceutical, biotech, and other professionals, executives, and soon-to-be retirees to organize, grow and protect their assets through life’s transitions. For those nearing or in retirement, Falcon develops an individualized, tax-efficient retirement withdrawal plan that integrates social security and Medicare strategies. As a fee-only, fiduciary, and independent financial advisor, Robert Falcon is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Bob Falcon is the President and Founder of Falcon Wealth Managers LLC. He is also President and Founder of College Funding Solutions LLC. A licensed CPA in Pennsylvania, Bob is a CFP® Professional and holds the AICPA’s Personal Financial Specialist (PFS) Credential. He is also one of fewer than 50 professionals to have earned the Certified College Financial Consultant (CCFC®) designation. He holds a BS in Accounting from Villanova University and an MBA from Kenan-Flagler Business School (UNC-Chapel Hill).

His career includes 15 years of pharmaceutical forecasting experience so he personally understands the stress and financial concerns faced by Life Sciences and other corporate professionals on a daily basis. He has an unmatched depth and balance of tax & financial expertise which is founded upon his 9 years of Big 4 Manager-level tax experience.

In his free time, Bob can be found cooking Italian for his wife and 2 sons using fresh vegetables and herbs from his garden

Robert J Falcon is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Falcon Wealth Managers provides clarity and guidance to pharmaceutical, biotech, and other professionals by helping them overcome their unique financial, tax, and retirement planning challenges.

Our specific focus on professionals in industries with executive compensation challenges empowers us to deliver integrated tax and financial advice with unparalleled depth and focus.

We liberate clients from their financial uncertainties and enable them to focus on themselves, their careers, and their families.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Tax Planning
  • Retirement Income Planning
  • College Education Planning
  • Comprehensive Financial Planning
  • Investment Management

Ideal Clients

  • Retirees and Near Retirees
  • Professionals with Executive Compensation
  • Families worried about Paying for College
  • Busy Professionals
  • Business Owners and Executives

Working Together

  • Virtual Meetings
  • Meetings at your office or home
  • Clearly Defined Fees
  • Complimentary Initial Consultation
  • No Product Sales

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Robert Falcon is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Robert Falcon is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Robert Falcon is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

  • XY Planning Network
    Robert Falcon is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • CPA/PFS - Personal Financial Specialist
    Robert Falcon is a Personal Financial Specialist (PFS)

    The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.

  • Certified College Financial Consultant - CCFC
    Robert Falcon is a Certified College Financial Consultant (CCFC)

    The American Institute of Certified College Financial Consultants (AICCFC) is an organization that was created to offer educational training to CPAs and Financial Planners who wish to learn how they can advise their clients effectively in the areas of college and student loan advising. The AICCFC is the issuer of the premiere designation in college and student loan advising, the Certified College Financial Consultant (CCFC) designation.

Contact Robert J Falcon

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Office Locations:

  • PO Box 83
    Concordville, PA 19331

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