Robert J. Falcon
FALCON WEALTH MANAGERS
Thornton, PA
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CRD#: 6508801
Professional summary
Robert John Falcon, CFP® is a registered financial advisor currently at FALCON WEALTH MANAGERS located in Thornton, Pennsylvania.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Robert has worked at 2 firms .
Question & Answer
What are your service offerings?
Retirement Planning
Life Transitions
Comprehensive Financial Planni...
Education Planning
Tax Planning
Divorce Planning
Small Business Planning
Investment Planning
Do you have an area of expertise or specialization?
AUM
Baby Boomers
Business Owners
College/Education Planning
Corporate Executives
Entrepreneurs
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Robert Falcon is currently the President of College Funding Solutions LLC where he provides assistance in calculating the net four year costs of college and estimate the debt they would incur at each of the schools on their college wish list. This activity accounts for approximately 10-15 hours per week. Robert Falcon is also the sole Proprietor of Falcon Tax Prep (an unincorporated business) where he prepares individual income tax returns. This activity accounts for 15-20 hours per week during the months of February through April each year. Falcon Tax Prep is largely dormant the remainder of the year. Robert Falcon is also an independent contractor for College Funding Services (https://ineedfinancialaid.com) where he provides college financial planning services to families that have paid a fee to College Funding Services. Falcon receives a flat fee from College Funding Services for each family to which he provides college financial planning assistance. Falcon helps to identify the net cost (after financial aid) of each college to which the family's students may apply as well as advice on how to maximize financial and merit aid.
CRS (Client Relationship Summary) - RIA
Click below to view Robert John Falcon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
September 20, 2018 - Present
FALCON WEALTH MANAGERS
RIA
CRD#: 298692
Thornton, PA
Past
June 15, 2015 - December 10, 2018
ONESOURCE RETIREMENT ADVISORS, INC.
RIA
CRD#: 119848
MALVERN, PA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(9/20/2018)
Exams
Current Firm
FALCON WEALTH MANAGERS
FALCON WEALTH MANAGERS | FALCON WEALTH MANAGERS LLC
CRD#: 298692 / SEC#:
Pennsylvania
Registered Investment Advisory firm - (9/20/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Thornton, PA
Mailing Address
P.o. Box 83, Concordville, PA 19331
Phone number
(215) 485-0771
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 42 |
| AUM (Assets Under Management) | $ 23,322,616 |
Red Flags
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