Bob is the President and Founder of Falcon Wealth Managers LLC. He is also President and Founder of College Funding Solutions LLC. A licensed CPA in Pennsylvania, Bob is a CFP® Professional and holds the AICPA’s Personal Financial Specialist (PFS) Credential. He is also one of fewer than 50 professionals to have earned the Certified College Financial Consultant (CCFC®) designation. He holds a BS in Accounting from Villanova University and an MBA from Kenan-Flagler Business School (UNC-Chapel Hill).
His career includes 15 years of pharmaceutical forecasting experience so he personally understands the stress and financial concerns faced by Life Sciences professionals on a daily basis. He has an unmatched depth and balance of tax & financial expertise which is founded upon his 9 years of Big 4 Manager-level tax experience.
In his free time, Bob can be found cooking Italian for his wife and 2 sons using fresh vegetables and herbs from his garden
Financial liberation for successful professionals
Falcon Wealth Managers liberates clients from their financial uncertainties and enables them to focus on themselves, their careers, and their families. We provide clarity and guidance to pharmaceutical, biotech, and other professionals by helping them overcome their unique financial, tax, and retirement planning challenges. Our specific focus on professionals with executive compensation challenges empowers us to deliver integrated tax and financial advice with unparalleled depth and focus.
About the Logo
The peregrine falcon is a raptor that reaches speeds of up to 200 mph while maintaining a controlled and stable trajectory towards its prey. But this falcon has an olive branch in its talons, indicating it is bringing peace. The olive branch-peace association originated in the Old Testament story of Noah. After being at sea for nearly a year, a bird that Noah sent out from the Ark returned with an olive branch, giving peace of mind to Noah and his family that the earth was drying and their long journey at sea was nearing an end. Falcon Wealth seeks to bring control, stability, and peace of mind to its clients dealing with uncertainty relating to their financial future.