Robert Falconer
CFP®
Robert’s expertise spans comprehensive financial planning, asset management, risk mitigation, retirement income strategies, and estate planning. Before venturing into wealth management, Robert earned a Bachelor of Science in Finance with a minor in Entrepreneurial Studies from Bentley University. He holds FINRA Series 7 and Series 66 registrations, is licensed in life and health insurance, and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation through Northwestern University—widely regarded as the gold standard in the financial planning profession.
Outside of work, Robert enjoys sports, painting, and fitness in Raleigh, NC, but family time remains his greatest joy.
