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

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

CPA with 9 years of Big 4 tax experience. Tax and Retirement Consultant who assists clients with minimizing taxes for clients and next generation throughout retirement (Roth Conversion Planning) 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. Executive Compensation strategies (stock options, restricted stock, etc) 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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Visit Website Download vCard
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
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