Weston Financial

Our Professionals

Kerry P. Falco, CPA

Managing Director & Senior Financial Counselor


Kerry P. Falco
100 William Street, Suite 200
Wellesley, MA 02481
Phone: 781-235-7055 ext. 7811
Fax: 781-235-1905
Email: kfalco@westonfinancial.net

Five Star Wealth ManagerSM 2012, 2013, 2014

 

Kerry has been with Weston Financial since 1985 and has been a Senior Financial Counselor since 1991. He serves as a financial officer and FINOP to the firm’s securities business. Kerry works primarily with executives and senior managers from Fortune 500 companies, and provides strategic advice on income and estate tax, asset allocation, investments and risk management. He graduated from the University of Vermont with a B.S. degree in Business Administration, and received a Masters in Taxation, with High Distinction, at Bentley University. He is a licensed member of the Massachusetts Society of CPAs.

Form ADV Part 2B Brochure Supplement

FIVE STAR Wealth Manager
Weston Financial  |  Wellesley Office Park  |  100 William Street, Suite 200  |  Wellesley, MA 02481  |  781.235.7055
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