Salisbury Financial Advisor Seth Waller

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About Seth Waller

Seth Waller Financial Advisor in Salisbury North CarolinaSeth Waller is the founder of Falcon Investments, a Salisbury North Carolina based investment advisory firm. He specializes in working with busy people who want to improve investing and better prepare for retirement.

Seth has 8 years of experience creating financial solutions for challenging investment and retirement problems. He serves as the primary financial advisor and retirement planner to many families in Salisbury and throughout North Carolina.

Before founding Falcon Investments, Seth worked as a financial advisor for two well-known brokerage firms where he learned how to run an investment and retirement focused firm, and excel at providing client-centric service.

Although successful, Seth was unhappy trying to fit in with the old-school financial advisory model that was complicated, commission-driven, and put corporate profitability over client interest. Seth wanted to better serve his clients and provide services in a way that made sense to him. He needed an environment that was independent and would allow him the freedom to choose the best solutions for his clients.

Seth Waller launched Falcon Investments in January 2012 as a registered investment advisor (RIA) offering advisory services in the state of North Carolina. It is Seth’s goal to help his client’s achieve the investment and retirement goals they value most. Most importantly, he realizes that his clients trust is his firm’s most valuable asset, and that trust must be earned.

In 2015, Seth Waller created eFalcon Advisor–a service of Falcon Investments. eFalcon Advisor was created to take the hassles out of getting started investing and saving for retirement.

Seth continued with his hassle-free financial services movement in 2016 when he created an online life insurance comparison service called eFalcon Life Insurance, and now owns multiple life insurance websites. You can instantly compare life insurance quotes from over 40 top-rated insurance carriers, choose the most affordable policy, and apply for coverage–all in less than 5 minutes!

Seth has worked diligently throughout his career to expand his investment, retirement, and financial planning knowledge and skills.

The Credentials of Seth Waller

Education: 
  • Belmont Abbey College, 2008; Business Management with Minor in Economics
He’s earned the following licenses and credentials in the financial services industry:
  • Series 7
  • Series 66
  • North Carolina Life, Health Insurance, Medicare Supplements
  • Insurance Licensed in 22 States
Seth has earned the following designations in the financial services industry:
  • Chartered Retirement Planning CounselorSM (CRPC®)
  • Certified Divorce Financial Analyst™ ( CDFA™)
  • Advanced Divorce Financial Analyst™ (ADFA™)
He is a member of the following organizations in the financial services industry:
  • Financial Planning Association
  • Institute of Divorce Financial Analysts
Seth is involved in the following organizations in his community:
  • Board of Directors, Membership Chair; Country Club of Salisbury(2013-2015)
  • Board of Directors; Rowan United Way (2016-Present)
  • Agribusiness Committee; Rowan United Way (2014)
  • Finance Committee, Chair; Gays Chapel United Methodist Church (2014-Present)
  • Rowan Rotary, Vice President; Salisbury North Carolina (2015 – Present)

Seth Waller Family Photo October 2017

Husband, Father, and Sports Enthusiast

Husband, father and sport enthusiast sum up in four words the majority of the life of Seth Waller outside of Falcon Investments. There’s more to life than work after all, and being well-rounded helps him stay grounded in life and with work.

Seth and his wife Kristen celebrated their 7th year of marriage in April 2017. They’ve known each other since elementary school, and started dating in 2004. After Seth and Kristen both graduated from college in 2008, they moved back to Salisbury to start their careers and life together.

In March 2013 Kristen and Seth welcomed their first child, Charlie. Over the four years, Charlie has been an amazing blessing in their lives. On most afternoons you can find Kristen and Seth in the yard with Charlie playing ball or strolling through the neighborhood.

In September of 2017, Kristen and Seth welcomed their second child, Jake. He’s been a big blessing to the family and Charlie loves being a big brother!

Seth absolutely loves sports including baseball, football, softball and especially golf. After finishing his collegiate baseball career, Seth took up golf and has been hooked ever since! You can find him playing with friends on the weekends and throughout the year at various charitable and fundraising tournaments.