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Thornton, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onesource Retirement Advisors, Inc. | Malvern | PA | 05/2015 | 09/2018 |
| College Funding Solutions Llc | Thornton | PA | 07/2010 | Present |
| Falcon Wealth Managers Llc | Thornton | PA | 09/2018 | Present |
| Falcon Tax Prep | Thornton | PA | 01/2019 | Present |
| College Funding Services | Salem | MA | 03/2021 | Present |
Robert Falcon is currently the President of College Funding Solutions LLC where he provides assistance in calculating the net four year costs of college and estimate the debt they would incur at each of the schools on their college wish list. This activity accounts for approximately 10-15 hours per week. Robert Falcon is also the sole Proprietor of Falcon Tax Prep (an unincorporated business) where he prepares individual income tax returns. This activity accounts for 15-20 hours per week during the months of February through April each year. Falcon Tax Prep is largely dormant the remainder of the year. Robert Falcon is also an independent contractor for College Funding Services (https://ineedfinancialaid.com) where he provides college financial planning services to families that have paid a fee to College Funding Services. Falcon receives a flat fee from College Funding Services for each family to which he provides college financial planning assistance. Falcon helps to identify the net cost (after financial aid) of each college to which the family's students may apply as well as advice on how to maximize financial and merit aid.
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