FALCON WEALTH MANAGERS - Key Persons

Job Titles:

• Founder
• President
• PFS, CCFC

Bob is the youngest of 7 children and grew up in Western PA in a blue-collar family. At an early age, he "earned his keep" by caddying, mowing lawns, and spending many hours working in his family's productive vegetable garden. 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.