Robert Falcon Joins OneSource Retirement Advisors

MALVERN, Pa., June 16, 2015 /PRNewswire/ -- OneSource Retirement Advisors announced that Robert Falcon has joined the firm as a financial advisor.  He brings Big 4 managerial tax experience, 15 years of corporate finance and marketing experience, a CPA and an MBA to the company.

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According to OneSource President John O'Brien, Mr. Falcon's broad-based background strengthens the company's strategy of providing a multi-faceted solution to retirement transition for high net worth individuals. 

"Today's emerging affluent clients require more and more creativity in their planning," notes O'Brien.  "We are excited to have an advisor of Bob's caliber, with his expansive background, join our team. 

"OneSource uniquely assembles wealth management, estate planning, tax planning, legal expertise, and more into a comprehensive, well-planned and well-lived retirement," explained O'Brien, "and expert advisors are the key to our success."

"I am excited to join OneSource Retirement Advisors," says Falcon.  "There's never been more of a need for a service that ensures financial 'peace of mind' as individuals plan and transition into retirement, plan for lifetime income and ensure their assets pass to their heirs."

Mr. Falcon, who resides in Thornton with his wife, Jenn, and two children earned his MBA from UNC Kenan-Flagler Business School .  He graduated from Villanova University with a BS in Accounting.  He passed the CFP® Certification Exam and is a CPA in Pennsylvania.

ABOUT ONESOURCE RETIREMENT ADVISORS

Founded in 1999, Malvern-based OneSource Retirement Advisors has grown to over $250MM in assets under management.  The company helps its customers through retirement transitions using a unique multi-disciplinary approach comprising wealth management, tax planning, legal advice, and estate counseling.  This method allows the firm to consider and solve problems outside of traditional financial boundaries. OneSource Retirement Advisors is headquartered at Chester County Commons, 4 Mystic Lane, Malvern, PA 19355 and can be reached at 844-413-2986.

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SOURCE OneSource Retirement Advisors