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

About Robert J Falcon, CFP®, CPA, 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.

I am a licensed CPA in Pennsylvania, a CFP® Professional, and I hold the AICPA’s Personal Financial Specialist (PFS) Credential. I hold a 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 of Italian decent, 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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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

States Registered

  • Pennsylvania

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