Robert Falcon (BS, CFP®, CPA, CPA/PFS, MBA)

Robert Falcon focuses in the
following client markets or areas of practice:

AUM

Baby Boomers

Business Owners

College/Education Planning

Corporate Executives

Entrepreneurs

Planning Specialties

Certified College Financial Consultant (CCFC®) who helps to lower the cost of college for families by maximizing needs-based aid (FAFSA and CSS strategies) and merit aid. CPA with 9 years of Big 4 tax experience. Assists clients with Executive Compensation strategies (stock options, restricted stock, 83(b)). Experienced with Roth Conversion strategy and timing. CERTIFIED FINANCIAL PLANNER™