Robert Falconer, CTFA, CFP®, is a seasoned financial advisor currently serving as Vice President at EP Wealth Advisors since October 2025. Prior experience includes senior leadership roles at Bessemer Trust, where Robert held positions as Senior Vice President and Vice President in client advisory, and as an Investment Counselor at Fisher Investments. Additional career experience encompasses business development and sales roles at Golub Group, LLC, and Fisher Investments, along with internships at First Republic Bank, Morningstar, Asyst Technologies, and Golub Group. Robert obtained an M.B.A. from UCLA Anderson School of Management and a B.A. in Economics from the University of California, Berkeley.
This person is not in the org chart
This person is not in any teams
This person is not in any offices