Jake Falcon is the Chief Executive Officer and Wealth Advisor at Falcon Wealth Advisors. With more than a decade of experience in the financial services industry, he is committed to helping clients preserve their legacies, pursue their financial goals and navigate the markets through both good and uncertain times.
Jake works with clients to develop clear, sophisticated strategies to help them achieve their objectives. He monitors the investment landscape and the latest trends to help optimize appropriate financial solutions for clients’ portfolios. Additionally, he is responsible for the oversight of the practice's culture and commitment to providing clients with an excellent service experience.
Jake earned his Bachelor of Business Administration degree from the University of Texas at San Antonio. He holds the Chartered Retirement Planning Counselor® (CRPC®) designation, and has completed the Investment Strategies and Portfolio Management Program administered by The University of Pennsylvania’s Wharton School of Business. In 2016, Jake was featured in Ingram’s Magazine’s prestigious “40 Under Forty” list. He was also listed on the Forbes 2018 list of America's Top Next-Generation Wealth Advisors.
In his spare time, Jake enjoys playing golf, attending sporting events and traveling with his wife.