Brett Fallon Email & Phone Number
Managing Partner @ Momentum Financial Partners
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Brett Fallon Location
- Tempe, AZ, US
Brett Fallon Work
- 2010 -now Managing Partner @
- 2010 -now Managing Partner @
- 2010 -now Important Disclosures @
- 2003 -2010 Financial Advisor @
- 2001 -2003 Partner @
- 2000 -2001 Tax and Wealth Management Advisory Specialist @ Gold & Associates
- 1998 -2000 Wealth Management Advisory Specialist @
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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