Jake Falcon, CRPC®
Jake Falcon is the founder of Falcon Wealth Advisors, a Mission Woods, Kansas-based, independent wealth advisory firm that specializes in retirement planning, financial planning, tax planning and investment management for high-net-worth individuals and corporate employees.
As a wealth advisor, Jake is committed to helping clients pursue their financial goals, navigate the markets through both good and uncertain times, and preserve their legacies. He has a particular passion for helping clients prepare for one of the most significant financial life events they will ever face – retirement.
With each client’s goals in mind, Jake develops sophisticated, yet straightforward, strategies to help each client achieve his or her personal financial objectives. He monitors both the retirement planning and investment landscape to remain up to date on the latest trends and help optimize appropriate financial solutions for clients. He is also responsible for the oversight of Falcon Wealth Advisors’ culture and is committed to providing clients with exceptional service.
Jake has a bachelor’s degree in business administration from the University of Texas at San Antonio. He 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.
In 2016, Jake was featured in Ingram’s Magazine’s prestigious “40 Under 40” list. He was also listed in the Forbes 2018, 2019 and 2020 list of America’s Top Next-Gen Wealth Advisors. In 2020, he was ranked #1 in the state of Kansas. Additionally, Jake was included in Forbes’ list of Best-In-State Wealth Advisors for Kansas in 2021 and 2022.
Jake currently hosts a weekly podcast called ""Upticks"" where he covers topics such has financial planning and investments for the pre/retiree. ""Upticks"" can be found on your favorite podcast player as well as on YouTube.
In his free time, Jake enjoys playing golf, attending sporting events, traveling, and spending time with his wife, Rachel, and their dog, Einstein.
