Delta Community Retirement & Investment Services
Toni Falcone, CRCP®
Client Relationship Manager
Toni Falcone believes the most meaningful financial guidance starts with empathy. Whether someone is navigating a time of growth or grief, she creates a space where people feel valued and supported. Known for her transparency and kindness, Toni helps clients move forward with clarity, always advocating for their best interests and meeting them where they are.
Toni works closely with David Casey, AIF®, CFP®, serving individuals and families in the Newnan area. She partners with clients across a wide range of needs and life stages, offering thoughtful support whether they are meeting with her directly or as part of a broader team. From long-term planning to navigating life’s transitions, Toni brings consistency and care to every interaction.
Outside the office, she enjoys spending time with her family and two rescue dogs, Precious and Saul, recharging through the simple things that matter most.
Connect with Toni on LinkedIn®
Education:
- Bachelors Degree in Secondary Education, Kutztown University of Pennsylvania
Certifications | Licenses:
- FINRA® Series 6, 7, 63 and 66 with LPL Financial
- Chartered Retirement Planning CounselorSM (CRPC®)
- Georgia Life Insurance License
- Georgia Variable Life Insurance License
LPL Financial
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states.
Securities and insurance offered through LPL or its affiliates are:
LPL Financial Form CRS
