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Podcast: Registered Investment Advisor Podcast
Episode: Scaling Financial Literacy
Description: With more than a decade of experience in the financial services industry, Jake Falcon is committed to helping clients pursue their financial goals, navigate the markets through both good and uncertain times, and preserve their legacies.Jake works closely with clients to develop sophisticated, yet clear, strategies to help them achieve their objectives. He monitors both the retirement planning and investment landscape to stay up to date on the latest trends to help optimize appropriate financial solutions for clients. Additionally, he is responsible for the oversight of Falcon Wealth Advisors’ culture and is committed to...