Richard Fallon, III, CFP®, CRPC®

Richard joined the team in 2021 as a Wealth Advisor on the Private Wealth team with Managing Partner Jeff Carbone in Huntersville, NC. Prior to joining Cornerstone, he worked at Wells Fargo where he served as a Financial Advisor.

Richard focuses on working with individuals and families to develop comprehensive goal-oriented wealth planning strategies. He believes that each client deserves attention to what gives them peace of mind. He does so by positioning portfolios and plans to address all clients’ financial goals from retirement planning, funding education, estate strategies, and many other personal and business objectives.

Richard is a graduate of East Carolina University with a BS in Business Administration with a concentration in Finance and is a CERTIFIED FINANCIAL PLANNER™ Practitioner as well as a Chartered Retirement Planning Counselor.

Richard participates in a program with the HV3 foundation providing mentorship to Charlotte youth. The time spent with mentees focuses on education progression, golf, and experiences they are needing guidance on in life outside of sports and school.

Outside of work, Richard enjoys the outdoors. You can find him playing golf, fishing, or spending time with his wife Alison, daughter Claire, and of course, their dog Eli.