Falcon Wealth Planning, Inc. Press Releases - EIN Presswire

Published on October 14, 2025 - 20:53 GMT

Falcon Wealth Planning Named One of Forbes’ Top 250 RIA Firms for 2025

Firm ranks #244 on Forbes’ annual list of America’s Top 300 Registered Investment Advisors ONTARIO, CA, UNITED STATES, October 14, 2025 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning has been recognized by Forbes as one of America’s Top 250 Registered …

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

Published on October 7, 2025 - 18:47 GMT

Falcon Wealth Planning and Regional Director Zackary Royce Named Finalists in ThinkAdvisor’s 2025 Luminaries Awards

Firm recognized for Excellence in Marketing & PR; Royce honored as Next Gen Rising Star in Financial/Tax Planning ONTARIO, CA, UNITED STATES, October 7, 2025 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning is proud to announce last month’s two …

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

Published on July 28, 2025 - 10:00 GMT

Falcon Wealth Planning Ranked Top 50 Among FA Magazine’s 2025 Fastest-Growing RIAs

Falcon Wealth Planning Ranked Top 50 Among FA Magazine’s 2025 Fastest-Growing RIAs and #234 on Overall RIA Ranking. ONTARIO, CA, UNITED STATES, July 28, 2025 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning proudly announces its inclusion in Financial …

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

Published on June 23, 2025 - 10:00 GMT

Falcon Wealth Planning Advisors Named to AdvisorHub's 2025 '1000 Advisors to Watch'

Three Falcon Wealth Planning Advisors Named Finalists on AdvisorHub’s 2025 “1,000 Advisors to Watch” List ONTARIO, CA, UNITED STATES, June 23, 2025 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning announced this month that Kevin Mayo, CFP®, Ken Vendley, CFP …

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

Published on June 23, 2025 - 10:00 GMT

Zackary Royce, CFP® Named Rising Star of the Year Honoree

Falcon Wealth Planning's Zackary Royce, CFP was named as a Rising Star of the Year Honoree by Wealthmanagement.com ONTARIO, CA, UNITED STATES, June 23, 2025 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning announced earlier this month that Regional …

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

Published on March 27, 2025 - 22:13 GMT

Falcon Wealth Planning’s CEO, Gabriel Shahin CFP®, Named to Barron’s 2025 Top 1,200 Financial Advisors List

Falcon Wealth Planning’s CEO, Gabriel Shahin, recognized in Barron’s 2025 Top 1,200 Financial Advisors list. ONTARIO, CA, UNITED STATES, March 27, 2025 /⁨EINPresswire.com⁩/ -- Falcon Wealth Planning’s CEO, Gabriel Shahin, Named to Barron’s 2025 Top 1,200 …

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

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 ...