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 ...
Managing $1.9B in assets, Falcon earns a spot among America’s best — driven by client trust, fiduciary values, and sustained growth since 2023. “This recognition validates our team’s daily commitment ...
The year is slowing down, but Falcon Wealth is picking up the pace by hiring a new Wealth Management Advisor, Sam Bigharaz. I appreciate how the firm operates as a fiduciary and helps clients with ...
Falcon Wealth Planning has named veteran wealth management executive David Lynch as managing director, tasking him with expanding the firm’s advisor network and advancing its national growth strategy.
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. Michael’s dedication to his clients and ...
Falcon Wealth Planning Named Among Top 50 of FA Magazine’s Fastest Growing Firms Earning our spot ... reflects our relentless pursuit of excellence and our commitment to making a positive impact on ...
ONTARIO, CA, UNITED STATES, September 24, 2024 /EINPresswire.com/ -- Falcon Wealth Planning, a fee-only, true fiduciary financial advisory firm, proudly announces ...