Joseph S. Falchek, CFP®, CPWA®
Joe Falchek is a Financial Planner for PagnatoKarp's Family Office, preparing complex financial plans that help streamline the lives of high-net-worth investors. Joe creates solutions focused on risk management, charitable gifting, generational wealth transfer, cash flow analysis and estate planning.
Joe has nearly a decade of financial services experience and is a CERTIFIED FINANCIAL PLANNER™ professional and a CPWA® certified professional. He passed the Series 7 and Series 66 exams.
Prior to joining PagnatoKarp, Joe was a Private Banker for Wells Fargo and a Client Services Associate with J.P. Morgan Private Bank. He received his BA in Business Administration/Marketing and Political Science from Lycoming College in Williamsport, Pennsylvania, where he was a member of the Institute for Management Scholars program.
In the community, Joe is involved with numerous philanthropic organizations including the Animal Welfare League of Alexandria, Power Against Violence and Abuse, and Humane Society International. Joe lives in Alexandria, Virginia.