Bob Falisey, MA, CLU, CLF, LUTC
Los Angeles County, California, United States
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Bob Falisey, MA, CLU, CLF, LUTC is the largest pension producer for a 33 billion dollar financial institution. With 25 years of experience, he specializes in pension planning that focuses on maximizing benefits to business owners. Bob's plan documents are pre-approved by the IRS and have never lost an audit with the IRS. He has held leadership positions at Creative Financial Strategies and FALCO CONSULTING SERVICES INC, where he served as President in the General Management department.
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Emails and Phone Numbers

@aol.com
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About

The largest pension producer for a 33 billion dollar financial institution Specialties: Pension planning that focuses on maximizing benefits to business owners. Our typical plans allow business owners to receive between 85 and 90 percent of all tax deductible contributions. All plan documents are pre-approved by the IRS. In over thirty-five years of pension work, we have never lost an audit with the IRS.

Work Experience

3838 W CARSON ST Torrance, California 90503, us
1
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Bob Falisey, MA, CLU, CLF, LUTC's Professional Milestones

  • President: Driving strategic initiatives to expand market presence and achieve sustainable growth.
  • President (1998-11-01~2004-07-01): Driving strategic initiatives to strengthen company's market presence and exceed sales targets.

Education

St. John's University
St. John's University

Sociology,

Masters,

Master Of Arts

1969-1971