Don M. Faller, CFP®

Managing Partner, Operations
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Managing Partner of Operations, Don M. Faller, CFP®, has built a nationally recognized reputation as an expert in matters pertaining to the financial operation of ERISA plans and related retirement benefit programs. Don’s expertise is utilized to guide the operational success of FiduciaryFirst, ensuring we demonstrate consistency in client services and thought leadership in the industry.  Mr. Faller been widely regarded as an expert in pioneering, designing, and implementing proactive plan success and fiduciary oversight strategies.

Writing and speaking at national venuesand serving on industry advisory boards, Mr. Faller has recently been elected one of the Founding Lecturers of The Retirement Advisor University (TRAU).

Education & Licensing:

Special Expertise:

  • ERISA plan design assistance, reorganization, and management
  • Merger and acquisition development and integration of benefit plans
  • Large case ERISA retirement and employee benefits account management
  • Sophisticated fiduciary services for qualified plans and trusts
  • ERISA Corrective Measures Strategies and Compliance reviews; DOL and IRS Investigation Response

Professional Activities/ Recognition:

 

Client Lockbox

Contact Details

1060 Maitland Center Commons

Suite 360

Maitland, FL 32751

Phone: 866-625-4611

Fax: 407-740-6113

Email: info@fiduciaryfirst.com