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

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

  • AUM
  • Baby Boomers
  • College/Education Planning
  • Corporate Executives
  • Generation X
  • High Net Worth Client Needs

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™

NAPFA Start Date

October 17, 2018

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

PO Box 83 Concordville, PA 19331-0083 Phone: (484) 528-0201