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Falcon Wealth Advisors

Company Name

Falcon Wealth Advisors

Main Industry

Finance

Website

www.falconwealthadvisors.com

Contact Information

Shawnee Mission, Kansas Office

1900 Shawnee Mission Pkwy Ste 310, Shawnee Mission, Kansas, 66205, United States

(913) 326-1900

Mission Woods, Kansas Office

2000 Shawnee Mission Pkwy Ste 230, Mission Woods, Kansas, 66205, United States

(913) 326-1900

Kansas City, Missouri Office

700 W 47th St 115, Kansas City, Missouri, 64112, United States

(913) 326-1900

Falcon Wealth Advisors Profile and History

With more than a decade of experience in the financial services industry, Jake is committed to helping clients pursue their financial goals, navigate the markets through both good and uncertain times, and preserve their legacies. Jake works closely with clients to develop sophisticated, yet clear strategies to help them achieve their objectives. He monitors both the retirement planning and investm ent landscape to stay up to date on the latest trends to help optimize appropriate financial solutions for clients. Additionally, he is responsible for the oversight of Falcon Wealth Advisors culture and is committed to providing clients with an excellent 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 Executive Education Program at The University of Pennsylvanias Wharton School of Business. In 2016, Jake was featured in Ingrams Magazines prestigious 40 Under 40 list. He was also listed in the Forbes 2018 & 2019 list of Americas Top Next-Gen Wealth Advisors. In his free time Jake enjoys playing golf, attending sporting events, and traveling with his wife Rachel. retirement goals with careful planning and attention to investment details. Cory works with clients to create and implement comprehensive, goals driven financial plans and investment strategies. He is also responsible for the professional development of team members and maintaining a client centric environment. Cory graduated Summa Cum Laude from the University of Central Missouri. He holds the Chartered Retirement Planning Counselor® (CRPC®) designation and has completed the Investment Strategies and Portfolio Management Executive Education Program at The University of Pennsylvanias Wharton School of Business. In 2014, Cory was recognized as one of Ingrams Magazines exclusive 20 in their Twenties honoring outstanding, young entrepreneurs in the Kansas ...

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Falcon Wealth Advisor's

Falcon Wealth Advisors

Falcon Wealth Advisors - LLC

Falcon Wealth Advisors! 4

Falcon Wealth Advisors help

Revenue

$1.1 M

Employees

6

Founded

2016

Primary Industries

Falcon Wealth Advisors Executive Team & Key Decision Makers

Name & TitleContact Info
Samantha Waters
Samantha Waters

Managing Director, Client Service

(816) ❅❅❅-❅❅❅❅

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Mari McGraw
Mari McGraw

Associate Director, Client Operations

❅❅❅❅@falconwealthadvisors.com

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Jacob Cross
Jacob Cross

Associate Director, Financial Planning

❅❅❅❅@falconwealthadvisors.com

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Maddie Crawford
Maddie Crawford

Associate Director

❅❅❅❅@falconwealthadvisors.com

(913) ❅❅❅-❅❅❅❅

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Joe Ibarra
Joe Ibarra

Associate Director, Financial Planning

❅❅❅❅@falconwealthadvisors.com

(913) ❅❅❅-❅❅❅❅

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James Lewis
James Lewis

Director, Wealth Management

❅❅❅❅@falconwealthadvisors.com

(913) ❅❅❅-❅❅❅❅

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Samantha Goetting
Samantha Goetting

Director, Client Experience & Specialist

❅❅❅❅@falconwealthadvisors.com

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Alyssa Woodman
Alyssa Woodman

Associate Director, Financial Planning

❅❅❅❅@falconwealthadvisors.com

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Abigail Stockman
Abigail Stockman

Associate Director, Research & Trading

❅❅❅❅@falconwealthadvisors.com

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Matthew Tomlin
Matthew Tomlin

Associate Director, Financial Planning

❅❅❅❅@falconwealthadvisors.com

(615) ❅❅❅-❅❅❅❅

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Matthew Navickas
Matthew Navickas

Associate Director, Research & Trading

❅❅❅❅@falconwealthadvisors.com

(913) ❅❅❅-❅❅❅❅

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Abbie Musson
Abbie Musson

Associate Director, Client Operations

❅❅❅❅@falconwealthadvisors.com

(913) ❅❅❅-❅❅❅❅

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Marc D'Errico
Marc D'Errico

Client Service Associate & Director

❅❅❅❅@falconwealthadvisors.com

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Recently Updated Team Members

Name & TitleContact Info
Jake Falcon
Jake Falcon

Founder & Chief Executive Officer & Wealth Advisor

❅❅❅❅@falconwealthadvisors.com

(913) ❅❅❅-❅❅❅❅

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Jacob Cross
Jacob Cross

Associate Director, Financial Planning

❅❅❅❅@falconwealthadvisors.com

Visit Profile

Maddie Crawford
Maddie Crawford

Associate Director

❅❅❅❅@falconwealthadvisors.com

(913) ❅❅❅-❅❅❅❅

Visit Profile

Samantha Waters
Samantha Waters

Managing Director, Client Service

(816) ❅❅❅-❅❅❅❅

Visit Profile

Mari McGraw
Mari McGraw

Associate Director, Client Operations

❅❅❅❅@falconwealthadvisors.com

Visit Profile

Joe Ibarra
Joe Ibarra

Associate Director, Financial Planning

❅❅❅❅@falconwealthadvisors.com

(913) ❅❅❅-❅❅❅❅

Visit Profile

Cory Bittner
Cory Bittner

Co-founder & Chief Operating Officer & Wealth Advisor

❅❅❅❅@falconwealthadvisors.com

(913) ❅❅❅-❅❅❅❅

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Matthew Navickas
Matthew Navickas

Associate Director, Research & Trading

❅❅❅❅@falconwealthadvisors.com

(913) ❅❅❅-❅❅❅❅

Visit Profile

Abbie Musson
Abbie Musson

Associate Director, Client Operations

❅❅❅❅@falconwealthadvisors.com

(913) ❅❅❅-❅❅❅❅

Visit Profile

Marc D'Errico
Marc D'Errico

Client Service Associate & Director

❅❅❅❅@falconwealthadvisors.com

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Abigail Stockman
Abigail Stockman

Associate Director, Research & Trading

❅❅❅❅@falconwealthadvisors.com

Visit Profile

Matthew Tomlin
Matthew Tomlin

Associate Director, Financial Planning

❅❅❅❅@falconwealthadvisors.com

(615) ❅❅❅-❅❅❅❅

Visit Profile

Alyssa Woodman
Alyssa Woodman

Associate Director, Financial Planning

❅❅❅❅@falconwealthadvisors.com

Visit Profile

Top Falcon Wealth Advisors Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Falcon Wealth Advisors.

Content Delivery Networks

(4 Technologies)

Frameworks and Libraries

(2 Technologies)

Programming Languages

(2 Technologies)

Office Suites

(2 Technologies)

Domain Name Services

(1 Technologies)

Falcon Wealth Advisors Email Formats

ParameterSample EmailPercentage

Falcon Wealth Advisors Top Competitors

CompanyEmployeesRevenueTop technologies
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3$1.3 M
Baron Silver Stevens Financial Advisors LLC

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17$4.5 M
Halpern Financial Inc

Halpern Financial Inc

10$2.3 M
Stockade Wealth Management

Stockade Wealth Management

7$2.3 M
Great Scott Productions

Great Scott Productions

6$1.1 M

What is Falcon Wealth Advisors revenue?

Falcon Wealth Advisors revenue is $1.1 M

How many employees does Falcon Wealth Advisors have?

Falcon Wealth Advisors has 6 employees

What are Falcon Wealth Advisors’s primary industries?

Falcon Wealth Advisors’s main industries are: Finance, Investment Banking

What are some additional names or alternative spellings that users use while searching for Falcon Wealth Advisors?

Falcon Wealth Advisors appears in search results as Falcon Wealth Advisor's, Falcon Wealth Advisors, Falcon Wealth Advisors - LLCFalcon Wealth Advisors! 4, Falcon Wealth Advisors help...See More