Fiona Ma- Financial Freedom and Economic Stability
NAPFA
Fee-Only Network
Smart Asset
Inland Empire Chamber of Commerce
Wealth Trader
National Ethics Association
FPA
Nicky Amore's Appointment Highlights Commitment to Ethical Financial Planning and Community Advocacy
Falcon Wealth Planning Welcomes Matthew Shahin, CFP®, as Regional Director for Arizona Offices
2023 LUMINARIES Finalist & Investment Advisor Spotlight
Expanding Horizons: Falcon Wealth Planning Celebrates Opening of New Chicago Office – A Symbol of Growth and Client-Centric Excellence.
Zackary Royce, CFP®: Soaring to New Heights as Regional Director at Falcon Wealth Planning, Inc.
Falcon Wealth Planning’s Managing Director, Kevin Mayo CFP® is named on AdvisorHub List
Falcon Wealth Planning's Managing Partner, Michael Jensen CFP®, Named Advisor to Watch on AdvisorHub's Annual List
Falcon’s Founder and Principal, Gabriel Shahin, CFP®, Honored as a Rising Star by RIA Intel
RIA Intel Recognizes Falcon Wealth for the second year in a row.
Falcon’s Expansion Continues Through Partnership with Ron Guay CFP®, Principal of Rivermark.
Accolades from AdvisoryHQ give Falcon Wealth a 5-Star Ranking for Best Financial Advisor in Los Angeles.
Falcon Wealth receives recognition as one of the fastest-growing RIAs of 2022 by Advisors Magazine.
The year is slowing down, but Falcon Wealth is picking up the pace by hiring a new Wealth Management Advisor, Sam Bigharaz.
Falcon Wealth Nabs a Top Advisor Place on Advisor Hub’s 50 RIAs to Watch list.
With a CFP®, Ph.D. designation, David Smith will readily help clients in Falcon's newly established offices in the Chicago area.
With 30+ years of experience, Peter Lombardi is an established presence in the Orange County Community and a perfect fit for Falcon.
Long-time Falcon Wealth CFP® and employee, Zack Royce, given new position and title within the company.
Falcon Wealth is a Finalist in WealthManagement.com’s 2022 Industry Awards as a “Rising Star of the Year”
Falcon Wealth adds several new locations.
