Steven Tirpak, CFP ®

Background, Focus Areas and Recognition:
Steven Tirpak graduated from West Virginia University in 2002 with a bachelor's degree in
business, specializing in finance. He began his career in financial services with Equitable
Advisors in 2003. Upon starting his career with Equitable, Steve completed the challenging
task of developing his own client base and over the next 15 years, Steve continued to
expand his business, running a successful practice within Equitable Advisors. He joined The Falcon 
Financial Group in 2018 to partner with other high level financial professionals as well as to
offer additional expertise and services to his clients. Steve specializes in wealth
management and comprehensive financial and retirement planning. As a financial
professional, Steve loves his work and prides himself in providing a high level of
knowledge and customer service when working with each client.

In 2009, Steve completed the rigorous coursework necessary to sit for the CFP® board
exam and received the title of CERTIFIED FINANCIAL PLANNER™ professional in 2010 after
passing the exam. In 2019, Steve was inducted into the Equitable Advisors Hall of Fame
because of his achievements at the firm. Further, Steve has been recognized by New Jersey
Monthly Magazine as a “Five Star Wealth Manager” every year since 2016.

Personal:
Steve currently resides in Morristown, NJ with his wife Sara, his son Cole and his daughter
Delaney. His interests include traveling, cheering on the Jets/Mets, playing golf and
pickleball, and spending time with family and friends.

My Professional Qualifications:
• CERTIFIED FINANCIAL PLANNER™ professional, (CFP®)
• FINRA Securities Registrations: Series 7 and 66
• Licenses: Life and Health insurance in various states

CERTIFIED FINANCIAL PLANNERTM professional - CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

The Falcon Financial Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.