Falcon Wealth Planning
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
3655 Torrance Blvd Fl 3, Torrance, Calif...Phone Number
(855) 963-2526Website
www.falconwealthplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Falcon Wealth Planning
Falcon Wealth Planning is a fee-only registered investment advisor dedicated to providing personalized financial planning and investment management services. Staffed by Certified Financial Planners, the firm focuses on transparency and fiduciary responsibility, prioritizing the interests of clients. Their services range from retirement and estate planning to tax planning, catering to individuals, retirees, corporate executives, and entrepreneurs. With a commitment to helping clients manage wealth effectively and securely, Falcon Wealth Planning operates nationwide from various office locations.Explore more
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Falcon Wealth Planning financials insights
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2020
Debt
$150K
Falcon Wealth Planning Tech Stack
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Falcon Wealth Planning News & Media
Falcon Wealth Planning Appoints Industry Veteran Mike Ethridge as Operations Executive
Ethridge brings deep technology and back-office expertise to support firm’s next phase of expansion ONTARIO, CA, UNITED STATES, July 15, 2025 /EINPresswire.com/ -- Falcon Wealth Planning today announced that Mike Ethridge has joined the firm as …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 …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 …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- …
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Falcon Wealth Planning is a fee-only registered investment advisor dedicated to providing personalized financial planning and investment management services. Staffed by Certified Financial Planners, the firm focuses on transparency and fiduciary responsibility, prioritizing the interests of clients. Their services range from retirement and estate p... Read More
