Jake Cross, CFP^®

Partner and Director of Financial Planning

As a Partner and leader of the Financial Planning group, Jake is responsible for creating comprehensive financial plans, participating in client meetings, taking the lead on answering financial planning questions, taking clients through reviews and providing support to the wealth management team — especially Jake Falcon, whom Jake joins on most client meetings. As a Partner, Jake is also involved in the continued development of the business and helps support Falcon Wealth Advisors’ long-term direction and client experience.

Jake holds a Bachelor of Science in finance with a concentration in business analytics from the University of Kansas. Jake went on to obtain his CERTIFIED FINANCIAL PLANNER^® certification. As a CERTIFIED FINANCIAL PLANNER^® professional, Jake specializes in comprehensive financial plan development, topic research, and personalized financial education. Jake also maintains his Series 7 General Securities and Series 66 NASAA Uniform Combined State Law licenses.

In his free time, Jake enjoys playing sports, reading and going to the lake.