James Falcone
- Role
- Fulcrum Wealth Advisors
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About James Falcone
As a business owner and fiduciary advisor, I understand how the demands of running a…
Experience
Present
Education
Western Washington University
BA, Corporate & Investment Finance
1982 — 1989
College of Financial Planning
Financial Planning
2003 — 2004
Accedited Investment Fiduciary
AIF, Global Fiduciary Standards of Care
2006 — 2024
Skills
- Investments
- Financial Planning
- Wealth Management
- Fiduciary
- Finance
- Private Wealth Management
- Portfolio Management
- Fiduciary Analytics
- Strategic Financial Planning
- Wealth Management Services
- Financial Services
- Retirement Planning
- Investment Management
- Mergers & Acquisitions
- Financial Planners
- Investment Advisory
- Securities
- Estate Planning
- Alternative Investments
- Insurance Planning
- Financial Advisory
- Investment Policy
- Series 7
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