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™

NAPFA Start Date

October 17, 2018


This Office

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