Charles E. Falco, Jr. MSFS, CFS, RFC

As the President of Limerick Financial Group, my primary responsibilities include running the firm, providing comprehensive financial planning for our clients, and managing their portfolios. I specialize in pre-and-post retirement planning, ensuring that our clients are well-prepared for all stages of their financial journey.

With over 40 years of experience in the financial services industry, I've had the privilege of helping countless individuals and families achieve their financial goals. My journey began with a BA in Finance from Temple University in 1984. After two years in the industry, I realized the need to further my education and specialized training, which led me to earn a master’s degree from the Institute of Business and Finance (IBF). Over the years, I've also earned nine designations and three Board Certifications from the IBF, and I've been named to the National Registries.

In addition to my work at Limerick Financial Group, I've conducted numerous educational workshops and classes. I was also the executive producer of "Falco’s Financial Strategies," a show that aired on PCTV for two years. I am motivated by the opportunity to help people help themselves, and I find great joy in meeting nice people and assisting them in achieving their goals.

Outside of work, I am a member of the International Association of Registered Financial Consultants and the National Association of Active Investment Managers. Additionally, I serve as the President and Chief Investment Officer of Limerick Financial Group, LLC, and I'm the founder and President of Financial Education Network, LLC. I have also been a past member of the Ed Slott “Elite IRA Advisors Group” as seen on PBS, National Social Security Advisors, the H.S. Dent Economic and Demographic Advisory Group, and "The Council of Financial Educators".

A native of Norristown, Pennsylvania, I currently reside in Royersford, Pennsylvania, with my wife, Teri. We have three wonderful children and three delightful grandchildren. In my free time, I love spending time with friends and family. Traveling to new places and embarking on new adventures with them brings me immense joy. I also have a deep love for animals.