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

Your “Big Box” Financial Advisor Can’t Do This

September 22, 2021

The Value of Tax and Retirement Planning Trumps Investment Management Published by Robert J Falcon, CFP®, CPA/PFS, CCFC®, MBA In Part 1 of this blog, I made the case (with specific examples) that you are not getting value from your financial advisor if you they are simply managing your money. Many Big Box financial firms […]

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Your “Big Name” Financial Advisor is Costing You “Big Bucks”

September 8, 2021

The Greatest Value an Advisor Offers Lies Outside Investment Management Published by Robert J Falcon, CFP®, CPA/PFS, CCFC®, MBA I write often about the dangers of sending your kids to “elite” schools. Why? While these schools may be well known, you often grossly overpay for the degree as you can get a better educational “bang […]

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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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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

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