Jake Falcon | Source | Founder and CEO at Falcon Wealth Advisors

With nearly 20 years of experience in the financial services industry, Jake Falcon, CRPC™ is passionate about financial literacy and helping enhance the lives of clients of Falcon Wealth Advisors.

In his evolving role, Jake focuses on building and nurturing client relationships through personalized check-ins and updates. He is also dedicated to business development, gaining new clients, expanding his network, and being more involved in the community. Jake is committed to strategic planning and moving the business towards his long-term vision. He leads and develops new financial planners, fostering a collaborative culture. Additionally, Jake continues to educate clients through his podcast "Upticks" and hosts in-person client events focused on education. He works with team leaders to help ensure continuous service enhancement and dedicates time to his personal development in financial services and leadership.

At Falcon Wealth Advisors, we continuously look for ways to help enhance our service and knowledge. To achieve this, our client review meetings are conducted by a dedicated team of financial planning specialists. This approach allows us to bring diverse perspectives and specialized knowledge to every aspect of our clients’ financial plans. Each member of our planning group plays a crucial role in helping ensure our clients’ investments, tax strategies, and financial goals are thoroughly reviewed and optimized. While Jake remains closely involved and available for specific concerns or discussions, having a team manage the reviews helps ensure that nothing is overlooked and that clients receive the most comprehensive advice possible.

Jake earned his Bachelor's Degree in Business Administration from the University of Texas at San Antonio and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation. He also completed the Investment Strategies and Portfolio Management Executive Education Program at The University of Pennsylvania’s Wharton School of Business. Jake has been featured in Ingram’s Magazine’s “40 Under 40” list and Forbes’ lists of America’s Top Next-Gen Wealth Advisors and Best-In-State Wealth Advisors for Kansas from 2018 to 2024, as well as AdvisorHub's 2023 and 2024 Advisors to Watch list. Jake is also an Amazon best-selling author with his book, Retiring Right – Smart Steps for Exiting Corporate America.

In his free time Jake enjoys playing golf, attending sporting events, traveling, and spending time with his wife, Rachel, and their dog, Einstein.