Brett Fallon Email & Phone Number
Managing Partner @ Momentum Financial Partners
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Brett Fallon Location
- Tempe, AZ, US
Brett Fallon Work
- Managing Partner @ (October 2010 - Present)
- Managing Partner @ (October 2010 - Present)
- Important Disclosures @ (October 2010 - Present)
- Financial Advisor @ (May 2003 - October 2010)
- Partner @ (June 2001 - May 2003)
- Tax and Wealth Management Advisory Specialist @ Gold & Associates (July 2000 - May 2001)
- Wealth Management Advisory Specialist @ (June 1998 - June 2000)
Brett Fallon Education
- College for Financial Planning
(Chartered Retirement Planning Counselor)
Brett Fallon Skills
- High-Net-Worth Individuals (HNWI)
- Financial Planning
- Wealth Management
- Strategic Financial Planning
- Investment Advisory
- Retirement Planning
- Financial Advisory
- Retirement
- Securities
- Finance
- Asset Allocation
- Insurance
- Investment Management
- Estate Planning
- Strategic Planning
- Mortgage Lending
- Financial Planners
- Asset Management
- Fixed Annuities
- Wealth
- Mutual Funds
- Series 63
- 401k
- Alternative Investments
- Investment Strategies
- Portfolio Management
- Financial Services
- Small Business
- Customer Service
- Leadership
- Wealth Accumulation
- Series 65
- Personal Finance
- IRAs
- FINRA
- Series 7
- Advisory Services
- Planning
- Investments
- Advisory
- Communication
- Strategic Financial
- Services
Brett Fallon Summary
- Brett Fallon, based in Tempe, AZ, US, is currently a Managing Partner at Momentum Financial Partners. Brett Fallon brings experience from previous roles at Momentum Financial Partners, RG Capital and Integrated Wealth Management (IWM). Brett Fallon holds a College for Financial Planning. With a robust skill set that includes High-Net-Worth Individuals (HNWI), Financial Planning, Wealth Management, Strategic Financial Planning, Investment Advisory and more. Brett Fallon has 2 emails and 4 mobile phone numbers on RocketReach.
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