Robert J Falcon, CFP®, CPA Falcon Wealth Managers LLC

About Robert J Falcon, CFP®, CPA, CCFC®, PFS, MBA

Hi, I’m Bob Falcon. I started Falcon Wealth Managers because I know that pharmaceutical and biotech professionals have limited time available to worry about where to invest their 401(k) contributions or whether or not they are saving enough for retirement. I should know…I worked with these extremely bright people for 15 years. Professionals in other industries also have executive compensation challenges that I can help resolve with my 9 years of public accounting tax experience. By relieving these professionals of their concerns, I enable them to spend more time on themselves, their careers, and their families.

In addition to being a licensed CPA in Pennsylvania and a CFP® Professional, I am one of less than 50 professionals to hold the Certified College Financial Consultant (CCFC®) designation from the AICCFC. With this unique combination of skills, I provide financial, investment, retirement, and tax planning and compliance to all of my clients. As a CCFC®, I help clients with high school students to save ON the cost of college by implementing needs-based and merit aid strategies so they can minimize their net cost and total loans incurred for college.

I paid for 100% of my education myself, including my BS in Accounting from Villanova University and an MBA from Kenan-Flagler Business School (UNC-Chapel Hill). My career includes 9 years of Big 4 Manager-level tax experience and 15 years of pharmaceutical forecasting experience.

On a personal note, I live in the western suburbs of Philadelphia, but I am originally from Pittsburgh and still bleed black and gold. My father was Italian, and I carry on his love of vegetable gardening (including tomatoes, lettuce, basil & herbs) and my Croatian mom’s cooking ability to cook for my wife and 2 teen boys. As the last of 7 children, I developed a self-deprecating sense of humor early on that I have maintained to this date, so I am constantly looking for ways to laugh at life and all the curve balls it throws at us.

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Recently Published

Layoff Coming? Take these 5 Steps Now!

September 17, 2019

Protect Yourself Financially Before “That Day” Those of you that work in the pharmaceutical or other volatile industries are accustomed to M&A activity. If you haven’t been laid off within 5 years of your start date, you are a survivor. If you survive a few layoffs and make it to age 45 intact, you may […]

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Portfolio Recommendations from my Italian Vegetable Garden

September 14, 2018

Harvesting (Selling) High and Planting (Buying) Low I spent quite a bit of time weeding and managing my vegetable garden this weekend. While fertilizing and watering my tomatoes and peppers, I caught numerous fragrant whiffs of my Genovese basil, telling me in no uncertain terms that summer has arrived. While some of my basil will […]

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Lower Your Taxes on Investments by 50% or More

September 14, 2018

Make sure your Financial Advisor is a Tax Expert (Geek) Those of us with tax expertise don’t get much respect. Seriously! What comes to your mind when somebody mentions “Tax accountant?” You think of the tax accountant in GhostBusters! OK, I get it! No offense taken. When I was a full-time tax professional working for […]

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Ideal Clients

  • Biotech Professionals
  • Business Executives
  • Gen X
  • Tax Planning

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • $6,000 minimum for ongoing investment management and financial planning
  • Flat Fee: $2,000 – $10,000

SEC Records

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