Bob Falcon, CFP®, CPA/PFS, CCFC, MBA CFP®, CPA/PFS, CCFC, MBA
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 125 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).
Bob has over 15 years of experience in the financial services industry. 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. His career includes 15 years of pharmaceutical pipeline compound forecasting experience.
In his free time, Bob can be found cooking for his wife and 2 sons using fresh vegetables and herbs from his Italian garden.