Brett Fallon

About

Brett W. Fallon is a Retirement Advisory Specialist and founding member of Momentum Financial Partners LLC. He is also a Chartered Retirement Planning Counselor (CRPC) as well as an independent Registered Representative of SagePoint Financial Inc. Brett holds and maintains multiple securities registrations including: Series 7, Series 65, Series 66, Life, Health, and Variable Contracts insurance licenses. Brett is also an experienced financial educator in Arizona. Most recently, he became the Arizona Chapter President of The Society for Financial Awareness (SOFA); a Non-Profit Educational Speakers Bureau. He has developed a specialty in teaching investors how to preserve principal, increase income, and reduce taxes. Brett has taught in the areas of retirement income planning, asset protection, tax reduction strategies, and advanced investment concepts within the corporate, collegiate and university arenas. Institutions, including Arizona State University, ASU West, University of Phoenix, and the Maricopa County Community Colleges have used Mr. Fallon’s educational workshops for the benefit of both students and community members alike. Fortune 500 corporations such as Boeing, Microchip Technologies, Cox Communications, and Circle K Corporation have enlisted Brett’s financial workshops for the benefit of educating employees on a variety of financial topics. He is a skilled professional with the financial risks and opportunities of retirement. Notably, Brett is experienced and knowledgeable in modern portfolio theory, asset allocation, and both the accumulation and distribution phases of financial planning. Brett resides in Phoenix with his wife, Deborah, and their two sons, Chase and Julian.