The OTIS Academy is the Golden Pond and Golden Bridge between Academia and Business.
The OTIS Academy is the Golden Pond, where we gather youthful talent from high schools and colleges for companies to find and recruit emerging talent. The Golden Bridge is where our young talent finds the connection that extends them from academia to the business world through internships and apprenticeships.
Falcon Wealth Planning, Inc. is a Registered Investment Advisor offering an innovative business model for financial planning; a model that places the client first by design and eliminates the conflicts of interest inherent in traditional models.
Every aspect of Falcon Wealth Planning is aligned with the client’s interests. The hybrid, retainer-based business model overcomes one of the major criticisms of the financial planning industry: a conflict of interest between the client’s needs and the advisor’s compensation. Falcon Wealth advisors are salaried employees who are never compensated by the sale of financial products or asset management fees, allowing them to focus on providing the best planning advice for their clients.