Robert Falconer, CFP®, CTFA

Vice President, Advisor

San Francisco, California

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Robert Falconer is passionate about helping clients towards achieving their financial goals by combining his love for working with people and numbers. He thrives on building trusted relationships and delivering personalized solutions for high-net-worth individuals and families.
With over 14 years of experience in the financial services industry, Robert has served as a trusted advisor to affluent clients, with a strong track record in both business development and client service. He is focused on sourcing new relationships while striving to provide exceptional ongoing service.
Robert holds an undergraduate degree in Economics from UC Berkeley and an MBA from UCLA Anderson. He has also earned the Certified Financial Planner™ (CFP®) designation and is a Certified Trust and Fiduciary Advisor (CTFA).
Outside of work, Robert enjoys staying active through regular exercise and values quality time with his wife and two children.