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9781544545233

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Jake Falcon is the founder of Falcon Wealth Advisors, a Wealth Management firm that specializes in financial planning and investment management. He has consistently been ranked on Forbes' list of America's Top Next-Gen Wealth Advisors and Best-in-State Wealth Advisors for Kansas. A graduate of the University of Texas at San Antonio, Jake holds the Chartered Retirement Planning Counselor (CRPC) designation and has completed the Investment Strategies and Portfolio Management Executive Education Program at the University of Pennsylvania's Wharton School of Business. He also hosts the weekly financial planning podcast Upticks. He and his wife Rachel call Kansas City home.

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