Stephen "Patrick" Fallon, CFP®, CRC®
Vice-President
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Retirement Counselor ®
24 Years of experience in the financial services industry
Registered in AZ, CA, CO, FL, GA, KY, MA, MD, NC, NV, PA, TX, UT, VA, VT
Professional Qualifications
- B.S. University of Tampa
- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Retirement Counselor®
- FINRA Series 6, 7, 63
- Investment Adviser Representative
Specialty Services
- Estate Planning
- Financial Planning
- Life Insurance
- Insurance Planning
- 403(b) Plans
- 401(k)
- IRA
- Long Term Care Insurance