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
- 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