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

NAPFA Start Date

June 28, 2000

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This Office

PO Box 4318 Traverse City, MI 49685-4318 Phone: (231) 946-5320 Fax: (248) 247-1328