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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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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