College Funding Specialist, CFP
Bob is the President and Founder of Falcon Wealth Managers just outside Philadelphia, PA. A licensed CPA and CFP® Professional, Bob is one of fewer than 100 professionals to have earned the Certified College Financial Consultant (CCFC®) designation. Bob leverages his expertise as a tax professional and a financial advisor to help parents of college-bound students to optimize their financial aid prospects.He holds a BS in Accounting from Villanova University and an MBA from Kenan-Flagler Business School (UNC-Chapel Hill). His career includes 9 years of Big 4 Manager-level tax experience and 15 years of pharmaceutical forecasting 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.