Min Joseph Song CFP®, AIF®
Min has helped individuals, families, and business owners to meet their financial goals for over 10 years. He is currently a Financial Planner at Falcon Wealth Planning where he works directly with clients to help them with their overall comprehensive plans using efficient tax strategies.
Prior to joining Falcon Wealth Planning, Min served as a Private Client Investment Consultant with TD Ameritrade providing personalized financial planning and asset guidance.
Min holds a Bachelors of Science degree from University of California, Irvine. He is married to Christine Song, DMA, who passionately teaches music at Cal Poly Pomona. They have 2 daughters, Elisha and Evelyn who are young aspiring softball players. Min and Christine are actively serving in local community schools and church activities. In their spare time they love going on camping trips together.
Professional Designations & Licenses
• Certified Financial PlannerTM Professional (CFP®)
• Accredited Investment Fiduciary® (AIF®)