Falcon Wealth Planning
Finance · California, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
3655 Torrance Blvd Fl 3, Torrance, Calif...Phone Number
(855) 963-2526Website
www.falconwealthplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
2
2
2
2
2
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
Falcon Wealth Planning Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Falcon Wealth Planning your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Click to see if Falcon Wealth Planning had a recent Job posting/layoffs
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Product Launch: Get notified when Falcon Wealth Planning launches new products
Earning: See what the market has to say on Falcon Wealth Planning recently announced quarterly report
Falcon Wealth Planning, which may be a good buyer, showed buying intent in Masked Content Topic
Website visits: Recent activity has been detected on your website
Congratulate Masked Content for being promoted to Masked Content at Falcon Wealth Planning
Funding: Get notified immidiatlly once Falcon Wealth Planning has new funding data
Check out if Falcon Wealth Planning is spiking on competitors!
Check if Falcon Wealth Planning has recently received funding, and reach out quickly before it becomes old news!
Recommended Actions
Find VP level buyers at Falcon Wealth Planning
Find 3 more new buyers
Compare Similar Companies to Falcon Wealth Planning
Compare insights from companies similar to Falcon Wealth Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Falcon Wealth Planning is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Falcon Wealth Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Falcon Wealth Planning.
Falcon Wealth Planning financials insights
Gather financial insights about Falcon Wealth Planning, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Falcon Wealth Planning Tech Stack
A closer look at the technologies used by Falcon Wealth Planning
See more technologies
Most Recent Scoops
New Hire
Executive Move
Executive Moves, New Hire
Project
Spending/Investment
New Hire
Executive Move
Executive Moves, New Hire
Award
Mergers & Acquisitions (M&A)
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- …
Read more news
Top Finance Companies
Top companies in Australia by revenue
Frequently Asked Questions Regarding Falcon Wealth Planning
Sign Up For FreeTo access detailed company insights
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
