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“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.
Momentum Financial Partners
View- Website:
- momentumfp.net
- Employees:
- 5
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Managing PartnerMomentum Financial Partners Oct 2010 - PresentTempe, Arizona, United States
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Managing PartnerMomentum Financial Partners Oct 2010 - PresentTempe ArizonaAt 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.
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Important DisclosuresMomentum Financial Partners Oct 2010 - PresentTempe, ArizonaSecurities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance Services offered through Momentum Financial Partners, LLC independent of SPF.This communication is strictly intended for individuals residing in the states of AZ, CO, HI, ID, MO, NM, OK, WA, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATIONA Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
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Financial AdvisorRg Capital May 2003 - Oct 2010Scottsdale, Arizona AreaBrett worked as a wealth management advisory specialist with RG Capital. While maintaining his existing client relationships, Brett was offered and accepted a managerial role within the company that helped shape his leadership skills. -
PartnerIntegrated Wealth Management (Iwm) Jun 2001 - May 2003Scottsdale ArizonaDuring his time as a Partner with IWM, Brett honed his advisory skills and helped clients achieve a financially rewarding retirement.
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Tax And Wealth Management Advisory SpecialistGold & Associates Jul 2000 - May 2001Phoenix, Arizona AreaDuring his time with Gold and Associates, Brett taught Successful Money Management Seminars and Financial Education programs for the employees of Boeing, Microchip Technologies, Circle K Corp, and the Maricopa County Community Colleges.
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Wealth Management Advisory SpecialistAmerican Express Financial Advisors Jun 1998 - Jun 2000Phoenix, Arizona AreaBrett's introduction and training within the financial services industry began with American Express Financial Advisors.
Brett Fallon Skills
Brett Fallon Education Details
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Chartered Retirement Planning Counselor
Frequently Asked Questions about Brett Fallon
What company does Brett Fallon work for?
Brett Fallon works for Momentum Financial Partners
What is Brett Fallon's role at the current company?
Brett Fallon's current role is Managing Partner at Momentum Financial Partners.
What is Brett Fallon's email address?
Brett Fallon's email address is br****@****mfp.net
What is Brett Fallon's direct phone number?
Brett Fallon's direct phone number is +148023*****
What schools did Brett Fallon attend?
Brett Fallon attended College For Financial Planning.
What are some of Brett Fallon's interests?
Brett Fallon has interest in Disaster And Humanitarian Relief, Children, Education, Economic Empowerment.
What skills is Brett Fallon known for?
Brett Fallon has skills like Retirement Planning, Financial Planning, Investment Advisory, Retirement, Investments, Strategic Financial Planning, Wealth Management, Asset Allocation, Financial Advisory, Mortgage Lending, Fixed Annuities, Wealth Accumulation.
Who are Brett Fallon's colleagues?
Brett Fallon's colleagues are Eric Bailey, Sven Steinbrücker, Japie Mare, Andrea Bryant.
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Brett Fallon
Manhasset, Ny4macquarie.com, gmail.com, gmail.com, tdsecurities.com -
Brett D. Fallon
Wilmington, De2morrisjames.com, faegredrinker.com4 +130288XXXXX
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