• MBA Public Accounting, Iona College
  • BBA in Accounting, Iona College

Daniel X. Falcones

Senior Family Office Accountant

Diligent, Courteous, Attentive

Daniel is a crucial part of our accounting team and works closely with our family office accountants. He handles the financials of our family office clients by ensuring that the books are accurately recorded and reconciled.

Daniel intimately understands that GM Advisory Group’s clients work very hard. He is passionate about matching their commitment so they can rest assured that their personal finances are accurately maintained, laying the foundation for future generations.

Prior to joining GMAG, Daniel held various bookkeeping roles with nonprofit organizations, including Ascend Leadership, for whom he managed the financials of seventeen chapters across the country. He also performed the same service for their major annual convention.

Daniel is a Certified Public Accountant (CPA) candidate. An avid traveler, each year he watches the Mets play at a different baseball park and visits a new country each year.