James Falcone Email & Phone Number
Managing Director @ Fulcrum Wealth Advisors
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James Falcone Location
- Bellevue, WA, US
James Falcone Work
- Managing Director @ (August 2013 - Present)
- Advisor to the Audit Committee @ (August 2018 - Present)
- Member @ FBI Seattle Citizens Academy Alumni Association (September 2013 - Present)
- Past President @ (June 2014 - June 2016)
- Past Director - Investments @ (May 2009 - August 2013)
- Past Member, Planned Giving Committee @ (March 2008 - March 2010)
- Vice President - Investments @ (April 2001 - May 2009)
- Assistant Vice President @ Piper Jaffray Inc. (April 1994 - April 2001)
James Falcone Education
- Accedited Investment Fiduciary
AIF (Global Fiduciary Standards of Care)
2006-2024 - College of Financial Planning
Financial Planning
2003-2004 - Western Washington University
BA (Corporate & Investment Finance)
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 AIF in Global Fiduciary Standards of Care @ 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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