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Drew F

CFP®, Series 63

Colorado Springs, CO

Trailblazer Wealth Management

Drew Faloon is a CFP® professional based in Colorado Springs, CO, with eight years of experience in financial advising. He is the owner of Trailblazer Wealth Management and has prior experience with firms including Intrepid Wealth Partners, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of financial advising, Mr. Faloon owns and operates an outdoor guiding business and serves on the board of the Trails and Open Space Coalition, a nonprofit focused on preserving regional parks and trails. Trailblazer Wealth Management is an independent advisory firm that serves individuals, families, trusts, high-net-worth clients, and businesses, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a model-based asset allocation process integrated within broader financial plans and offers coordination with third-party strategies and ERISA Section 3(38) managers for plan sponsors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Self-Employed
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