Brett Fallon CFF®, CRPC®
Managing Partner / Certified Financial Fiduciary / Chartered Retirement Planning Counselor
(480) 237-5795
(602) 691-6151 (Texting Only)
brett.fallon@momentumfp.net
Brett helps clients bring clarity and structure to their financial lives by organizing the moving parts, building a practical plan, and guiding them through the decisions that matter most—especially as they approach and move through retirement. His focus is on helping clients stay disciplined through market cycles, tax changes, and major life transitions so they can move forward with confidence.
As Managing Partner and co-founder of Momentum Financial Partners, Brett works closely with clients to develop comprehensive financial plans centered around income sustainability, tax efficiency, and long-term decision-making. He believes strong advisory relationships are built on trust, objectivity, and a clear understanding of what matters most to each client.
Brett holds the Chartered Retirement Planning Counselor® (CRPC®) designation and is a Certified Financial Fiduciary® (CFF®), having completed the certification and training established by the National Association of Certified Financial Fiduciaries (NACFF) and the American Financial Education Alliance (AFEA). He is committed to delivering advice in a way that is thoughtful, disciplined, and aligned with each client’s best interest.
