Falcon Wealth Planning, Inc. Press Releases - EIN Presswire

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 …

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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 …

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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 …

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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 …

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

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 …

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

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 …

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

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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