Bob Falisey, MA, CLU, CLF, LUTC
St. John's University
Tell me more about Bob Falisey, MA, CLU, CLF, LUTC?
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.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
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
President
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
Sociology,
Masters,
Master Of Arts
1969-1971Certification
Colleagues
Jim Falco
Chief Financial Officer
Other Named Bob Falisey, MA, CLU, CLF, LUTC
Frequently asked questions
We found 1 Bob Falisey, MA, CLU, CLF, LUTC's email addresses
Bob Falisey, MA, CLU, CLF, LUTC's social media include: Linkedin,
Bob Falisey, MA, CLU, CLF, LUTC works for FALCO CONSULTING SERVICES INC
Bob Falisey, MA, CLU, CLF, LUTC's role in FALCO CONSULTING SERVICES INC is President
Bob Falisey, MA, CLU, CLF, LUTC's colleagues are Jim Falco
Bob Falisey, MA, CLU, CLF, LUTC's latest job experience is President at FALCO CONSULTING SERVICES INC
Bob Falisey, MA, CLU, CLF, LUTC's latest education in St. John's University