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    Michael Falco

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    Michael Falco, CFA, is a financial professional with extensive experience in wealth management and advisory services. He previously served as a Regional Director and Manager at Dimensional Fund Advisors in Charlotte, North Carolina from June 2016 to August 2022.12 In this role, he advised hundreds of financial advisors on investments and practice management.1

    Currently, Michael Falco holds the position of Wealth Manager at Falco Wealth Management, a family-owned financial services firm founded in 1962.1 He is also the Chief Compliance Officer at Falco Wealth Management.1 Michael is a Certified Financial Planner (CFP®) and holds the Chartered Financial Analyst (CFA) designation.2

    Michael's educational background includes a Bachelor of Business Administration in Finance from Villanova University, which he completed in 2007.2 His career history also includes roles such as:

    • Director of Operations at SAX Wealth Advisors in Parsippany, NJ (August 2022 - January 2023)2
    • Product Senior Consultant at Nationwide in King of Prussia, PA (October 2013 - June 2016)2

    Michael specializes in providing financial planning and investment advice to individuals and families in various stages of life, with a focus on simplifying complex financial concepts for his clients.1

    Highlights

    Aug 1 · falcowealth.com
    Financial Advisors in Paoli, PA 19301 - Falco Wealth Management
    Financial Advisors in Paoli, PA 19301 - Falco Wealth Management
    Sep 22 · saxwa.com
    Future-Focused Sax Wealth Advisors Expands Leadership Team ...
    Financial Planning Services Advisors in Paoli, Pennsylvania

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    Michael Falco
    Michael Falco, photo 1
    Michael Falco, photo 2
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    Location

    Wayne, Pennsylvania, United States