Marilee Falco (CFP®, ChFC®)
Marilee Falco focuses in the
following client markets or areas of practice:
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
Planning Specialties
JoycePayne Partners operates on a holistic approach where every part of a client’s financial life is analyzed to develop innovative solutions to help them achieve their financial goals. From a financial planning perspective these innovative solutions include the firm's concierge services that assist clients with car, home & business sales, purchases and financing. On the investment side the firm customizes each client’s portfolio to reach the goals that are important to them. We work hard to function as each client’s Personal Chief Financial Officer. As a Financial Strategist at the firm, Marilee is responsible for all aspects of client relationships, including client financial strategy and counsel, comprehensive financial planning and investment management. She is a Certified Financial Planner and a Chartered Financial Consultant.Additional Information
JoycePayne Partners as a firm has repeatedly been ranked as one of the Top 250 Financial Advisors by Worth Magazine, one of the Top 100 Financial Advisors by Barron’s, one of the Top 150 Financial Advisors for Doctors by Medical Economics, and was recently named to the inaugural list of Best Financial Advisers for Dentists by Dental Practice Management. Marilee is very active in the local Lehigh Valley community and was recently named a “Woman of Influence” by Lehigh Valley Business. She serves on the Board of Governors for the Greater Lehigh Valley Chamber of Commerce and the Chamber Foundation Board. In addition, Marilee serves on the Women’s Leadership Council of the United Way of the Greater Lehigh Valley and serves as Board Treasurer for the Bethlehem YWCA.
NAPFA Start Date
March 25, 2011
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.