Robert J Falcon Email & Phone Number
President and Founder @ Falcon Wealth Managers LLC
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Robert J Falcon Location
- Philadelphia, PA, US
Robert J Falcon Work
- 2018 -now President and Founder @
- 2018 -now Tax and Retirement Consultant for Retirees and Near-Retirees @
- 2018 -now Tax Planning @
- 2018 -now Wealth Management Advisor @
- 2017 -now College Financial Aid (FAFSA + Merit) Strategist at College Funding Solutions @
- 2017 -now President and Founder @
- 2015 -2018 Financial Advisor @ OneSource Retirement Advisors (now Wealth Enhancement Group)
- 2010 -2015 President @ Falcon Life Science Consulting LLC
- 2011 -2015 Associate Director, Forecasting and Competitive Intelligence @ Endo Pharmaceuticals
- 2007 -2010 Sr. Director, Business Management, Oncology @
- 2001 -2007 Director and Assoc. Director, Global Forecasting @
- 2000 -2001 Financial Manager, Business Development @
- 1983 -1992 Manager, Senior, Staff, Tax Planning and Compliance, Price Waterhouse, Coopers and Lybrand, Sisterson and @
Robert J Falcon Education
- Villanova University
BS (Accounting)
- UNC Kenan-Flagler Business School
MBA (Corporate Finance Concentration)
Robert J Falcon Skills
- Personal Financial Planning
- Personal Tax Planning
- College Financial Planning
- Retirement Planning
- Financial Services
- Financial Planning
- Portfolio Management
- Financial Risk
- Tax Preparation
- Strategy
- Investments
- Financial Analysis
- Business Development
- finance
- Financial Modeling
- Asset Management
- Wealth Management
- Mutual Funds
- Asset Allocation
- Microsoft Office
- Microsoft Excel
- Leadership
- Public Speaking
- College Funding Strategies
- Personal Finance
- Tax Planning
- College Savings Plans
- Strategic College Selection
- College Education Planning
- College
- Monte Carlo Simulation
- Portfolio Performance Analysis
- Wealth Management Services
- ETFs
- Behavioral Finance
Robert J Falcon Summary
- Robert J Falcon, based in Philadelphia, PA, US, is currently a President and Founder at Falcon Wealth Managers LLC. Robert J Falcon brings experience from previous roles at Falcon Wealth Managers LLC and College Funding Solutions LLC. Robert J Falcon holds a BS in Accounting @ Villanova University. With a robust skill set that includes Personal Financial Planning, Personal Tax Planning, College Financial Planning, Retirement Planning, Financial Services and more. Robert J Falcon has 3 emails and 1 mobile phone numbers on RocketReach.
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