Jake Falcon, CRPC^™

Founder and CEO, Wealth Advisor

With 20 years of experience in the financial services industry, Jake is passionate about financial literacy and helping enhance the lives of clients of Falcon Wealth Advisors, a team that now manages over $1 billion in client assets (as of 1/30/2026).

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; Forbes’ Top Next-Gen Wealth Advisors and Next-Gen Best-In-State rankings from 2018–2020; Forbes’ Best-In-State Wealth Advisors for Kansas from 2021–2026; and AdvisorHub’s Advisors to Watch rankings from 2023–2026.* 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.

*These Ratings were provided by Forbes as follows: 2021 on 2/11/2021, covering the period of 6/30/2019–6/30/2020; 2022 on 4/7/2022, covering the period of 6/30/2020–6/30/2021; 2023 on 4/4/2023, covering the period of 6/30/2021–6/30/2022; 2024 on 4/3/2024, covering the period of 6/30/2022–6/30/2023; 2025 on 4/8/2025, covering the period of 6/30/2023–6/30/2024; and 2026 on 4/7/2026, covering the period of 6/30/2024–6/30/2025. There was no compensation exchanged in consideration for or the use of these Ratings. For more information, please visit https://www.forbes.com/.

These Ratings were provided by Forbes as follows: 2018 on 7/25/2018, covering the period of 3/31/2017–3/31/2018; 2019 on 6/25/2019, covering the period of 3/31/2018–3/31/2019; and 2020 on 7/22/2020, covering the period of 3/31/2019–3/31/2020. There was no compensation exchanged in consideration for or the use of these Ratings. For more information, please visit https://www.forbes.com/.

These Ratings were provided by AdvisorHub as follows: 2023 on 6/20/2023, based on data as of 12/31/2021 and 12/31/2022; 2024 on 6/20/2024, based on data as of 12/31/2022 and 12/31/2023; 2025 on 6/18/2025, based on data as of 12/31/2023 and 12/31/2024; and 2026 on 6/16/2026, based on data as of 12/31/2024 and 12/31/2025. There was no compensation exchanged in consideration for or the use of these Ratings. For more information, please visit https://www.advisorhub.com/.