BELLEVUE, WA, October 22, 2026 /24-7PressRelease/ -- Jim Falcone has been recognized for achievement in wealth management.

Mr. Falcone's professional journey is distinguished by his leadership as the chief executive officer and managing director of Fulcrum Wealth Advisors, a firm he co-founded in 2013 with Michael Rose, a longtime colleague from Oppenheimer & Co. Inc. The vision for Fulcrum Wealth Advisors was to establish a business where fiduciary responsibility is not just a marketing term but a guiding principle for families.

Under Mr. Falcone's direction, the firm has grown to six professionals, including a PhD economist and a full-time certified public accountant and tax consultant. The company conducts its own equity and global macroeconomic research, ensuring that every client receives personalized, comprehensive, and unbiased advice.

Mr. Falcone manages a significant portion of client assets, oversees investments through committee collaboration, and ensures strict compliance with Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA) regulations. He also lectures in retirement classes for Boeing Company and provides complimentary financial planning services to Boeing employees. Though his career includes many milestones, he considers founding and sustaining Fulcrum Wealth Advisors his most significant professional accomplishment, emphasizing transparency, reasonable pricing, and an unwavering commitment to ethical service.

Alongside his responsibilities at Fulcrum Wealth, Mr. Falcone has served as an advisor to the Friends of Youth audit committee since 2018, where he reviews financial records before annual audits. He has also supported community education through his involvement with the Federal Bureau of Investigation (FBI) Seattle Citizens Academy Alumni Association since 2013, where he helps inform business leaders and the public about the bureau's initiatives. From 2014 to 2016, he served as president of the College Club of Seattle, supporting the organization's mission to bring professionals together for connection, mentorship, and community service.

Before founding Fulcrum Wealth Advisors, Mr. Falcone served as director of investments at Oppenheimer & Co. in Bellevue, Washington, from 2009 to 2013. In this role, he developed the advisory expertise that would later inform his approach to serving affluent families as an independent advisor. He also served for two years on the planned giving committee at the Fred Hutchinson Cancer Research Center, supporting philanthropic efforts and strategic partnerships within the institution.

Earlier in his career, Mr. Falcone held the position of vice president of investments at UBS Financial Services from 2001 to 2009, working within the business planning group that focused on owners of private companies. From 1994 to 2001, he honed his leadership approach as assistant vice president at Piper Jaffray Inc.; this position allowed him to build foundational experience in wealth management and investment strategy after he gained significant industry knowledge at First Interstate Bank, New York Life, and Financial Security Group.

Hailing from an equally accomplished educational background, Mr. Falcone earned a Bachelor of Arts in corporate and investment finance from Western Washington University in 1989. After working for three years post-high school, he returned to school to finish his degree, demonstrating the early perseverance that would become central to his career achievements. He also completed coursework in financial planning at the College of Financial Planning and was certified as an accredited investment fiduciary by Global Fiduciary Standards of Care from 2006 to 2024, reflecting his commitment to upholding rigorous ethical standards in client service.

Perseverance has defined Mr. Falcone's life and career. Reflecting on his journey thus far, he attributes much of his success to this trait, which helped him overcome challenges and stay focused on his long-term goals in the finance sector.

On a personal level, Mr. Falcone is the proud father of two children, Mia and Luca, and is adopting a third child. Mia works full-time at Fulcrum Wealth Advisors, reflecting a family legacy and continued commitment to exemplary service within the firm. To balance his professional responsibilities, he enjoys outdoor activities such as golf, skiing, woodworking, and bonsai cultivation.

Looking ahead, Mr. Falcone is planning Fulcrum Wealth Advisors' transition with careful consideration for its continued success and a potential transfer or sale when the time is right. Having made a significant impact on the lives of numerous individuals and families, as well as the wider financial services industry, he continues to embody a longstanding legacy of helping others in everything he does.

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