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
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Robert Falcon is a NAPFA-Registered Financial AdvisorThe 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.
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Robert Falcon is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Robert Falcon is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Robert Falcon is a Member of the XY Planning NetworkThe 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.
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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.
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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.
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Robert J Falcon is Interviewed on CollegeVine: "Interview + Q&A with a College Financial Advisor"
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Robert Falcon is the Founder and President of College Funding Solutions
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Robert Falcon Contributes to the Journal of Financial Planning: "Leveraging Divorce to Maximize College Financial Aid"
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Robert Falcon is a College Funding Specialist on College Funding Services
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Robert Falcon is a Member of the American Institute of Certified College Financial Consultants
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Robert Falcon Contributes a Blog Post to Road 2 College: "FAFSA: Middle-Class Financial Aid Cuts Coming in 2023"
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Robert Falcon is Quoted on College Finance: "Merit Versus Need-Based Financial Student Aid"
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Robert Falcon is Quoted on Kake.com: "How to Get Great Scholarships for Current College Students"
Contact Robert J Falcon
Office Locations:
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PO Box 83
Concordville, PA 19331
