Falcon Wealth Planning, Inc. Press Releases - EIN Presswire

Published on November 14, 2022 - 11:30 GMT

More Feathers to the Flock: Falcon Wealth Hires New Wealth Advisor

The year is slowing down, but Falcon Wealth is picking up the pace by hiring a new Wealth Management Advisor, Sam Bigharaz. ONTARIO, CALIFORNIA, USA, November 14, 2022 /⁨EINPresswire.com⁩/ -- Over the course of three years, Falcon Wealth Planning has seen …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on September 23, 2022 - 18:00 GMT

Falcon Wealth Planning Named Top Advisor to Watch by AdvisorHub

Falcon Wealth Nabs a Top Advisor Place on Advisor Hub’s 50 RIAs to Watch list. ONTARIO, CA, USA, September 23, 2022 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning has caught a ton of attention throughout 2022. As of September 2022, they have been …

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Published on September 12, 2022 - 10:30 GMT

Falcon Wealth Planning establishes Managing Director, David Smith CFP®, Ph.D. in Chicago

With a CFP®, Ph.D. designation, David Smith will readily help clients in Falcon's newly established offices in the Chicago area. ONTARIO, CA, USA, September 12, 2022 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning is excited to announce that David …

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Published on August 15, 2022 - 10:30 GMT

Falcon Wealth Planning Adds Finance Industry Veteran Peter Lombardi, CFP®, MBA

With 30+ years of experience, Peter Lombardi is an established presence in the Orange County Community and a perfect fit for Falcon. ONTARIO, CALIFORNIA, USA, August 15, 2022 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning is pleased to announce that Peter …

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Published on June 10, 2022 - 19:45 GMT

Falcon Wealth Planning’s Zackary Royce promoted to Senior Financial Planner

Long-time Falcon Wealth CFP® and employee, Zack Royce, given new position and title within the company. ONTARIO , CALIFORNIA, USA, June 10, 2022 /⁨EINPresswire.com⁩/ -- With all the changes arriving for Falcon Wealth Planning, its growth needed to be …

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Published on June 9, 2022 - 10:30 GMT

Falcon Wealth Planning lands Finalist Position in 2022 Wealthies Awards

Falcon Wealth is a Finalist in WealthManagement.com’s 2022 Industry Awards as a “Rising Star of the Year” ONTARIO, CALIFORNIA, USA, June 9, 2022 /⁨EINPresswire.com⁩/ -- The 2022 “Wealthies” is WealthManagement.com’s eighth annual awards program that …

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Published on June 8, 2022 - 10:30 GMT

Falcon Wealth Planning Continues to Expand Outward and Upward

Falcon Wealth adds several new locations. ONTARIO, CALIFORNIA, USA, June 8, 2022 /⁨EINPresswire.com⁩/ -- Riding the coattails of a successful Ribbon Cutting ceremony to commemorate the new location of its headquarters in Ontario, California, Falcon Wealth …

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Published on June 6, 2022 - 10:30 GMT

CEO of Falcon Wealth Planning Recognized as Leader of Influence

Gabriel Shahin, CFP® added to LA Business Journal’s list of outstanding professionals in the wealth management field ONTARIO, CALIFORNIA, USA, June 6, 2022 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning’s CEO and Principal, Gabriel Shahin, was mentioned …

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Published on May 25, 2022 - 10:30 GMT

Falcon Wealth Planning Hosts Vanguard’s Qian Wang, Ph.D.

Falcon Wealth held a special event at its headquarters to discuss 2022’s economic and market outlook. ONTARIO, CALIFORNIA, USA, May 25, 2022 /⁨EINPresswire.com⁩/ -- On April 20th, Falcon Wealth Planning hosted a special Vanguard lecture at its Ontario, …

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Published on May 23, 2022 - 10:30 GMT

Falcon Wealth Planning attends NYSE Closing Bell

Falcon Wealth CEO joins Avantis Investors to participate in New York Stock Exchange's Closing Bell ONTARIO, CALIFORNIA, USA, May 23, 2022 /⁨EINPresswire.com⁩/ -- Honored by Avantis Investors, Falcon Wealth Planning, Inc was given the great opportunity …

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Published on May 17, 2022 - 10:30 GMT

Falcon Wealth Mentioned in Forbes

Falcon Wealth founder Gabriel Shahin shares tips to plan your financial future. ONTARIO, CALIFORNIA, USA, May 17, 2022 /⁨EINPresswire.com⁩/ -- Gabriel Shahin, CFP® and Principal of Falcon Wealth Planning, took a moment with Forbes to discuss ways to plan …

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Published on May 16, 2022 - 10:30 GMT

Falcon Wealth Planning Honored in ASU’s Sun Devil 100

Falcon places 1st in revenue segment and makes Sun Devil 100 history ONTARIO, CA, USA, May 16, 2022 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning has been recognized by Arizona State University’s Sun Devil 100 Class of 2022. The program is an annual …

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Published on April 21, 2022 - 10:00 GMT

Falcon Wealth Planning Celebrates 7 Year Anniversary

Falcon Wealth celebrates 7 years with a ribbon-cutting ceremony at their new location. ONTARIO, CALIFORNIA, USA, April 21, 2022 /⁨EINPresswire.com⁩/ -- The Inland Empire Regional Chamber of Commerce (IERCC) is excited to announce its newest member, Falcon …

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Published on December 31, 2021 - 11:00 GMT

Falcon Wealth Planning Secures Place as One of the Fastest Growing Fee-Only RIAs in California

Falcon lands among the top RIAs in California according to Citywire ONTARIO, CALIFORNIA, UNITED STATES, December 31, 2021 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning is closing 2021 with a series of achievements under its belt. During the year, Falcon …

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Published on November 15, 2021 - 11:00 GMT

Falcon Wealth Planning Adds New Managing Director

Kevin Mayo CFP®, MBA promoted to Managing Director of Falcon Wealth’s Ontario Headquarters ONTARIO, CALIFORNIA, USA, November 15, 2021 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning, Inc. is one of the fastest-growing Registered Investment Advisory firms …

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Published on November 1, 2021 - 10:30 GMT

Falcon Wealth Planning Promotes New Chief Operating Officer

Ray Bartolome named as New Chief Operating Officer at Falcon Wealth Planning ONTARIO, CA, UNITED STATES, November 1, 2021 /⁨EINPresswire.com⁩/ -- The month of October has been an exciting whirlwind for Falcon Wealth Planning, Inc. Amidst staggering …

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Published on October 25, 2021 - 12:00 GMT

Falcon Wealth Planning Acquires New Headquarters

The new facility quadruples the office space and supports the firm's monumental growth trajectory ONTARIO, CALIFORNIA, USA, October 25, 2021 /⁨EINPresswire.com⁩/ -- 2021 has been a banner year so far for Falcon Wealth Planning (https:// …

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Published on June 15, 2021 - 11:00 GMT

Falcon Wealth Planning Announces Appointment of New Managing Director

Michael Jensen, CFP® to lead Falcon Wealth Orange County as New Managing Director IRVINE, CA, USA, June 15, 2021 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning (https://www.FalconWealthPlanning.com), one of the fastest growing Registered Investment …

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Published on January 24, 2018 - 13:00 GMT

Falcon Wealth Planning Doubles Assets Under Management Year Over Year

With 2017 behind them and the road of 2018 stretching out in front of them, Falcon Wealth Planning intends on repeating what they did last year and more. ONTARIO, CA - CALIFORNIA, UNITED STATES, January 24, 2018 /EINPresswire.com/ -- During 2017, Falcon …

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