Falcon Wealth Planning, Inc. Press Releases - EIN Presswire

Published on November 27, 2024 - 11:30 GMT

Michael Jensen, CFP®, of Falcon Wealth Planning Among etf.com’s Top 100 Advisors for 2024

Falcon Wealth Planning is pleased to announce that Michael Jensen, CFP®, Managing Partner, has been recognized as etf.com’s Top 100 Financial Advisors for 2024. ONTARIO, CA, UNITED STATES, November 27, 2024 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning …

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

Published on September 24, 2024 - 10:00 GMT

Falcon Wealth Planning Celebrates Outstanding Achievements of Nominated and Award-Winning Advisors

Falcon Wealth celebrates nominated and award-winning advisors from ThinkAdvisor’s Luminaries Awards, Wealth Management Industry Awards, and AdvisorHub. ONTARIO, CA, UNITED STATES, September 24, 2024 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning, a fee- …

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

Published on September 12, 2024 - 18:17 GMT

Falcon Wealth Planning Welcomes Financial Planner Steve Holdsworth

SEATTLE, CA, UNITED STATES, September 12, 2024 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning, a fee-only Registered Investment Advisor (RIA), is pleased to announce the opening of its Seattle office, led by experienced Financial Planner Steve Holdsworth, …

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

Published on August 5, 2024 - 10:30 GMT

Falcon Wealth Recognized As 9th Fastest Growing Firm by Financial Advisor Magazine

Falcon Wealth Planning Named Among Top 50 of FA Magazine’s Fastest Growing Firms ONTARIO, CA, USA, August 5, 2024 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning is proud to announce its inclusion in Financial Advisor Magazine's list of the Top 50 …

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

Published on July 16, 2024 - 16:18 GMT

Falcon Wealth Planning Surpasses $1 Billion in Assets Under Management

ONTARIO, CA, USA, July 16, 2024 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning, a premier financial planning firm, proudly announces a monumental achievement: surpassing $1 billion in Assets Under Management (AUM). This milestone marks a significant moment …

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

Published on June 3, 2024 - 10:00 GMT

Falcon Wealth Planning Expands Team with Experienced CFP® Ken Vendley

Ken Vendley Joins Falcon Wealth Planning to Drive Growth and Client Success ONTARIO, CALIFORNIA, UNITED STATES, June 3, 2024 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning is pleased to announce the addition of Ken Vendley, CFP®, to their team of …

Distribution channels: Banking, Finance & Investment Industry, Companies ...

Published on May 20, 2024 - 10:00 GMT

Falcon Wealth Planning Announces Ashkan Maher as New Chief Marketing Officer

Ashkan Maher joins as CMO, aiming to accelerate growth and client engagement at Falcon Wealth Planning. ONTARIO, CALIFORNIA, UNITED STATES, May 20, 2024 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning is pleased to announce Ashkan Maher's appointment …

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

Published on April 22, 2024 - 07:30 GMT

Falcon Wealth Planning Finalists in 2024 RIA Intel Awards

Firm Achieves Remarkable Growth in Assets under Management (AUM) and Secures Nominations for Client Advocacy and Top RIA Recognition ONTARIO, CA, USA, April 22, 2024 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning is pleased to announce that Michael Jensen …

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

Published on February 28, 2024 - 08:30 GMT

Falcon Wealth Planning's Nicky Amore Appointed as CFP® Board Ambassador

Nicky Amore's Appointment Highlights Commitment to Ethical Financial Planning and Community Advocacy ONTARIO, CALIFORNIA, UNITED STATES, February 28, 2024 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning is proud to announce that Nicky Amore, MBA, CFP®, …

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

Published on January 22, 2024 - 17:55 GMT

Falcon Returns to the Valley of the Sun

Falcon Wealth Planning Welcomes Matthew Shahin, CFP®, as Regional Director for Arizona Offices ONTARIO, CALIFORNIA, USA, January 22, 2024 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning is glad to announce the appointment of Matthew Shahin, Certified …

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

Published on November 28, 2023 - 11:30 GMT

Gabriel Shahin of Falcon Wealth Planning Recognized as LUMINARIES Finalist and Featured in Investment Advisor Magazine

2023 LUMINARIES Finalist & Investment Advisor Spotlight ONTARIO, CALIFORNIA, UNITED STATES, November 28, 2023 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning is pleased to announce that Gabriel Shahin, CEO and President, is a finalist in the 2023 …

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

Published on November 13, 2023 - 11:30 GMT

Falcon Wealth Planning Celebrates Milestone with Successful Opening of New Office Building in Chicago, Illinois

Expanding Horizons: Falcon Wealth Planning Celebrates Opening of New Chicago Office – A Symbol of Growth and Client-Centric Excellence. CHICAGO, ILLINOIS, UNITED STATES, November 13, 2023 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning, a leading wealth …

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

Published on September 5, 2023 - 10:30 GMT

Falcon Wealth Planning Promotes Zackary Royce, CFP® to Regional Director

Zackary Royce, CFP®: Soaring to New Heights as Regional Director at Falcon Wealth Planning, Inc. ONTARIO, CALIFORNIA, USA, September 5, 2023 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning, Inc. is pleased to announce the promotion of Zackary Royce, CFP® …

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

Published on July 7, 2023 - 10:30 GMT

Kevin Mayo CFP® Recognized in AdvisorHub's Top 200 Advisors to Watch for Fastest Growing

Falcon Wealth Planning’s Managing Director, Kevin Mayo CFP® is named on AdvisorHub List ONTARIO, CALIFORNIA, USA, July 7, 2023 /⁨EINPresswire.com⁩/ -- Kevin Mayo, a distinguished Certified Financial Planner for Falcon Wealth Planning, has been named among …

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

Published on June 26, 2023 - 10:30 GMT

Michael Jensen CFP® Honored as a Leading Advisor to Watch by AdvisorHub

Falcon Wealth Planning's Managing Partner, Michael Jensen CFP®, Named Advisor to Watch on AdvisorHub's Annual List ONTARIO, CALIFORNIA, USA, June 26, 2023 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning's Michael Jensen CFP® and Managing …

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

Published on June 13, 2023 - 17:21 GMT

Falcon Wealth Planning Nabs Rising Star Accolade at RIA Intel Awards

Falcon’s Founder and Principal, Gabriel Shahin, CFP®, Honored as a Rising Star by RIA Intel ONTARIO, CALIFORNIA, USA, June 13, 2023 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning is excited to announce that Gabriel Shahin, CFP®, has been recognized as one …

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

Published on March 23, 2023 - 10:15 GMT

Falcon Wealth Planning Earns Two Finalist Positions for RIA Intel Awards 2023

RIA Intel Recognizes Falcon Wealth for the second year in a row. ONTARIO, CALIFORNIA, USA, March 23, 2023 /⁨EINPresswire.com⁩/ -- After being nominated for RIA of the Year (Less than $1 Billion) in 2022, Falcon Wealth Planning scores another nomination …

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

Published on March 6, 2023 - 17:00 GMT

Falcon Wealth Planning Acquires Rivermark Wealth Management in San Jose

Falcon’s Expansion Continues Through Partnership with Ron Guay CFP®, Principal of Rivermark. ONTARIO, CALIFORNIA, USA, March 6, 2023 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning has started 2023 strong by ringing in the new year with over half a billion …

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

Published on December 12, 2022 - 11:30 GMT

Falcon Wealth Planning Named Best Wealth Management Firm in Los Angeles

Accolades from AdvisoryHQ give Falcon Wealth a 5-Star Ranking for Best Financial Advisor in Los Angeles. ONTARIO, CALIFORNIA, USA, December 12, 2022 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning is ending 2022 flying high. Just a few short weeks after …

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

Published on November 28, 2022 - 11:30 GMT

Falcon Wealth Planning Captures Advisors Magazine November Cover Story

Falcon Wealth receives recognition as one of the fastest-growing RIAs of 2022 by Advisors Magazine. ONTARIO, CALIFORNIA, USA, November 28, 2022 /⁨EINPresswire.com⁩/ -- Just as it reached half a billion dollars in assets under management, Falcon Wealth …

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