Erik Falconer (CFA, CFP®)

Erik Falconer focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Socially Responsible Investments
- Alternative or Private Investments
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Socially Responsible Investments
NAPFA Start Date
June 28, 2000