Brett Fallon

About Brett Fallon

I get to come to work every day and do something that I love,” says Momentum Financial Partners co-founder, Brett Fallon. “In fact, the best part is figuring out various ways to inspire people to develop and execute a foundational financial plan to achieve their goals,” said Brett, “It really is amazing to help families organize, analyze, and plan the complexities of their financial lives.In addition to maintaining his Chartered Retirement Planning Counselor® designation, Brett recently completed a rigorous certification and training process established by the National Association of Certified Financial Fiduciaries (NACFF) and The American Financial Education Alliance (AFEA). Brett is a Certified Financial Fiduciary®. Designees agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.\"I believe that all advisory relationships must be borne in an environment of trust, objectivity, and free from conflicts of interest. Our relationship with our clients’ is founded on the idea that capability and experience are the keys to helping them find financial success as they choose to define it,” Brett explains. Our Wealth Management Team specializes in providing services to individuals and families with assets in one of the following life transitions:Retirement – Assist clients to stack income sources to meet retirement needs, and how to leave a legacy to loved ones or charitable interestBusiness Owners – Coordinate various professionals to manage before, during, and after a business liquidation or saleChange in Marital Status – Assist to understand the financial impacts of a settlement agreement, and how to protect and grow their assetsInheritance – Identify what actions you may need to take, what to expect, and strategies for handling your inherited assets.Sale of Real Estate – Assist to understand the financial impacts of a potential sale or exchange of real propertyJob/Career Transition – Aggregation of retirement accounts and investment management needsWe help you navigate through these transitional periods with our knowledge, experience, and integrity.

Experience

1. Managing Partner

   Momentum Financial Partners

   Oct 2010 — Present

   At Momentum Financial Partners, we greatly appreciate the opportunity to introduce you to our investment advisory services*, and look forward to helping you work toward achieving your investment goals. For many years, we have been working with individual clients throughout the country to provide comprehensive financial planning and investment advisory services.Our investment management system is founded on the idea that capability and experience are the keys to helping investors find success. All too often, we witness investors pursuing strategies that, while steeped in \"good intention,\" lack the kind of investment expertise often enjoyed by large institutional investors. While we believe that all investment management relationships must be borne in an environment of trust, objectivity and free from conflicts of interest, we conclude that these conditions serve only as the backdrop for sound investment advice.

Education

• College for Financial Planning

  Chartered Retirement Planning Counselor

Skills

• Retirement Planning
• Finra
• 401k
• Wealth Accumulation
• Investment Advisory
• Wealth Management
• Retirement
• Strategic Financial Planning
• Financial Planning
• Mortgage Lending
• Iras
• Wealth
• Asset Management
• Financial Advisory
• Portfolio Management
• Leadership
• Small Business
• Investments
• Series 7
• Investment Strategies
• Alternative Investments
• Finance
• Insurance
• Financial Services
• Investment Management
• Financial Planners
• Fixed Annuities
• Customer Service
• Series 63
• Asset Allocation
• Mutual Funds
• Strategic Planning
• Securities
• Estate Planning
• Series 65
• Personal Finance