CPA Wealthadvisors, LLC has been serving its clients in the same location for over 25 years. We are a boutique firm offering a unique blend of personalized services.
Our professional advisors encompass a wide range of experience and multi-disciplined areas of specialization. From corporate accounting and management consulting, to tax preparation and planning, to setting up and administering 401(k) and other pension arrangements, to personal financial planning and investment management, we strive to be our clients' trusted advisors every step of the way.
Don Fallenbaum, the firm's principal, is a Certified Public Accountant, holds a masters degree in accounting with a specialization in taxation, as well as Series 7 and Series 66 securities registrations, and a life, health and variable annuity insurance license. He also believes in giving back to the community as a former City of Sunrise City Commissioner, chairman of the Sunrise Chamber of Commerce, current Treasurer of the Sunrise Chamber of Commerce, and the current Chairman of the Tamarac Chamber of commerce. He also serves on the board of the Tamarac Economic Development Foundation. Don has been married to his wife Tammy for 25 years and has three children, Andrew (18), Marrissa (16) and Megan (14). Don says, "(He) gets great satisfaction in helping his clients achieve their goals and aspirations. And in being by (his) clients' side throughout life's ups and downs. It is very satisfying in developing long-lasting friendships with (his) clients. It is (his) vision and (his) life's work."