Richard Fallon, III, CFP®, CRPC®

I joined Cornerstone Wealth in 2021 as a Wealth Advisor on the Private Wealth team in Huntersville, NC, working alongside Managing Partner Jeff Carbone. With prior experience as a Financial Advisor at Wells Fargo, I bring a client-focused approach to creating goal-oriented wealth strategies that address every aspect of financial planning. My expertise spans comprehensive financial planning, budgeting/cash flow analysis, tax reduction strategies, retirement planning, investment management, and risk management.

Working with individuals and families, I’m passionate about crafting tailored portfolios and plans that help my clients achieve their goals – whether planning for retirement, funding education, or building estate strategies. As a CERTIFIED FINANCIAL PLANNER™ Practitioner and Chartered Retirement Planning Counselor, I believe every client deserves personalized attention and solutions that bring peace of mind and align with their unique financial objectives.

Beyond work, I’m proud to mentor Charlotte youth through the HV3 Foundation, where I focus on education, life skills, and fostering opportunities outside of sports and school. Outside the office, I enjoy spending time outdoors – playing golf, fishing, and making memories with my wife, Alison, our daughter, Claire, and our dog, Eli. Helping others, both personally and professionally, is what drives me every day.