Intelligent solutions for today’s investors

Stephen "Patrick" Fallon, CFP®, CRC®, Vice-President (Suncoast Wealth Solutions)

CERTIFIED FINANCIAL PLANNER™ Professional
Certified Retirement Counselor ®
20
Years of Experience

in the financial services industry

My Mission Statement

Professional Qualifications

  • B.S. University of Tampa
  • CERTIFIED FINANCIAL PROFESSIONAL™ professional
  • Certified Retirement Counselor®
  • FINRA Series 7
  • Investment Adviser Representative
  • Series 63
  • Uniformed State Law

Specialty Services

  • Estate Planning
  • Financial Planning
  • Life Insurance
  • Insurance Planning
  • 403(b) Plans
  • 401(k)
  • IRA
  • Long Term Care Insurance

Memberships

  • FPA-Financial Planning Association Member
Lincoln Investment and its affiliates do not provide estate planning or legal information or advice.
Interested in finding out more?

It's easy! Contact a Legend Group Financial Professional today.

Interested in finding out more? It's easy! Contact a Legend Group Financial Professional today.
 contact me
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