Michael Falk, CFA, CRC®, Behavioral Finance and Retirement Contrarian Expert

Meet Michael Falk, CFA, CRC®, Behavioral Finance and Retirement Contrarian Expert

Experience, Recognition, Background

Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group (and their resident retirement contrarian). His background includes extensive asset allocation research and portfolio development expertise along with a multi-faceted understanding of behavioral finance and retirement issues. He was the Chief Strategist on a Global Macro fund as well as a CIO in charge of manager due diligence and asset allocation for a multi-billion dollar advisory, one of the first firms to provide managed accounts for reluctant 401(K) investors – those that can’t, or won’t, invest wisely themselves.

Michael has been a contributing member of the PDDARI group within the Financial Management Association (FMA), the Vice Chair of the Plan Sponsor Council of America’s Investment Committee, taught as an adjunct professor at DePaul University in their Certified Financial Planner (CFP) Certificate Program. Currently he is an approved speaker for the CFA Institute and teaches on behalf of the CFA Society of Chicago in their Claritas program, and is frequently quoted in the financial press. He graduated from the University of Illinois with a B.S. in Finance.

His publications include “Let’s All Learn How to Fish… to Sustain Economic Growth”, a CFA Institute Research Foundation Monograph, May 2016, and many other papers and articles.

Michael Falk's Retirement Expertise

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Michael is an engaging, creative asset management professional, and offers equally engaging presentations and materials on retirement topics, behavior, asset allocation research and portfolio development expertise.
The asset consulting perspective acknowledges that the wisdom of crowds can denigrate into madness at times. Assets should be managed with the serenity to accept the market’s realities; the courage to pursue its opportunities; and the ongoing pursuit of wisdom to understand the difference.

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Informative, engaging, thought-provoking... I look forward to hearing more about the future of retirement and what prospective retirees can do to improve their retirement opportunities.