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Brett Fallon

CRPC®
Momentum Financial Partners
Tempe, AZ
Navigating Your Financial Journey
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Meet Brett

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Introduction - Brett Fallon
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Who We Can Benefit The Most - Brett Fallon
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Planning and Investing - Brett Fallon
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Who We Are - Brett Fallon
Video Transcripts

“I get to come to work every day and do something that I love,” says Momentum Financial Partners Co-Founder, Brett Fallon. “In fact, the best part is figuring out all of the different ways, I can come up with to inspire people to achieve their financial goals” said Brett, “It really is amazing to help my clients put the pieces of their financial lives in order – it’s like putting…

“I get to come to work every day and do something that I love,” says Momentum Financial Partners Co-Founder, Brett Fallon. “In fact, the best part is figuring out all of the different ways, I can come up with to inspire people to achieve their financial goals” said Brett, “It really is amazing to help my clients put the pieces of their financial lives in order – it’s like putting together a jigsaw puzzle that reveals their life’s journey from working to retirement and beyond.”

Brett helps his clients develop a carefully crafted plan that puts their money in the context of their lifestyle. As a Chartered Retirement Planning Counselor (CRPC), Brett is a skilled professional specializing in both the accumulation and distribution phases of financial planning. “Our relationship with our clients’ is founded on the idea that capability and experience are the keys to helping them find financial success as they choose to define it.”


Services offered

Investment management
Financial planning
Retirement planning

Experience with

Business executives
Families
Other professions

Fee structure

Fee & Commission

Certifications and licenses

CRPC® - Chartered Retirement Planning Counselor℠

Education

Other post-graduate
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