James Falcone Email & Phone Number
Managing Director @ Fulcrum Wealth Advisors
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James Falcone Location
- Bellevue, WA, US
James Falcone Work
- 2013 -now Managing Director @
- 2018 -now Advisor to the Audit Committee @
- 2013 -now Member @ FBI Seattle Citizens Academy Alumni Association
- 2014 -2016 Past President @
- 2009 -2013 Past Director - Investments @
- 2008 -2010 Past Member, Planned Giving Committee @
- 2001 -2009 Vice President - Investments @
- 1994 -2001 Assistant Vice President @ Piper Jaffray Inc.
James Falcone Education
- Accedited Investment Fiduciary 2006-2024
- College of Financial Planning 2003-2004
- Western Washington University 1982-1989
- Bellevue High School 1979-1981
- Ashwood Elementary - Bellevue WA 1968-1975
James Falcone Skills
- Investment Advisory
- Strategic Financial Planning
- Retirement Planning
- Investment Policy
- Alternative Investments
- Estate Planning
- Wealth Management Services
- Wealth Management
- Series 7
- Mergers & Acquisitions
- Fiduciary
- Financial Planners
- Private Wealth Management
- Financial Planning
- Insurance Planning
- Fiduciary Analytics
- Investment Management
- Portfolio Management
- Financial Advisory
- Investments
- Finance
- Financial Services
- Mergers and Acquisitions
- Securities
James Falcone Summary
- James Falcone, based in Bellevue, WA, US, is currently a Managing Director at Fulcrum Wealth Advisors. James Falcone brings experience from previous roles at Friends of Youth, FBI Seattle Citizens Academy Alumni Association, College Club of Seattle and Oppenheimer & Co. Inc.. James Falcone holds a 2006 - 2024 Accedited Investment Fiduciary. With a robust skill set that includes Investment Advisory, Strategic Financial Planning, Retirement Planning, Investment Policy, Alternative Investments and more. James Falcone has 2 emails and 2 mobile phone numbers on RocketReach.
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