Falcon Wealth Planning, Inc. Press Releases - EIN Presswire

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 …

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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®, …

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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 …

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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 …

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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 …

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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® …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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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