Joe Falchek III is Director, Wealth Advisor at Cresset and serves as the primary point of contact for CEO Founders, entrepreneurs, and high-net-worth individuals and families on holistic investment and wealth management strategies. His areas of focus include portfolio construction and investment management, pre-transaction planning, cash-flow simulation and analysis, estate strategies, retirement projections, and risk management.
Joe is a Certified Financial Planner™ (CFP®) professional and a Certified Private Wealth Advisor (CPWA)® with 12 years of experience in the financial services industry. Prior to joining Cresset, he was a Manager, Client Advisor with Sullivan, Bruyette, Speros & Blayney. He previously held roles with PagnatoKarp, Wells Fargo and J.P. Morgan.
Joe earned a Bachelor of Arts in business administration from Lycoming College. In the community, Joe supports various animal welfare and rescue organizations. He resides in Ashburn, Virginia, with his wife and their three rescue cats.