Falcon Wealth Planning Employee Directory

Falcon Wealth Planning corporate office is located in 3400 Inland Empire Blvd Ste 100, Ontario, California, 91764, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Human Resources

Legal

Falcon Wealth Planning CEO

Gabriel ShahinPresident & Chief Executive Officer

Phone

See Profile

Key Employees of Falcon Wealth Planning

Ray Bartolome
Chief Operating Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Falcon Wealth Planning Global Presence

Location	People at location
North America	11-50
Asia	1-10

Index of contact profiles from Falcon Wealth Planning

Hundreds of professionals searching for Falcon Wealth Planning have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

MS
Matthew Shahin
Email Direct
Regional Director
United States , California , Ontario

KV
Kenneth Vendley
Email Direct
Regional Director
United States , California , Ontario

ZR
Zackary Royce
Email Direct
Regional Director
United States , California , Ontario

QC
Quinn Carranza
Email Direct
Regional Director
United States , California , Ontario

SD
Shereen De Assuncao
Email Direct
HR Specialist
United States , California , Ontario

GS
Gabriel Shahin
Email Direct
President & Chief Executive Officer
United States , California , Ontario

RV
Rachel Vonbank
Email Direct
Chief Compliance Officer
United States , California , Ontario

JR
Jennifer Reyes
Email Direct
Director, Human Resources
United States , California , Ontario

JR
Janna Renden
Email Direct
Executive Assistant
United States , California , Ontario

Ray Bartolome
Email Direct
Chief Operating Officer
United States , California , Ontario

MM
Marc Melendez
Email Direct
Financial Planner
United States , California , Ontario

PL
Peter Lombardi
Email Direct
Financial Planner
United States , California , Ontario

KF
Kory Fleischman
Email Direct
Tax Specialist
United States , California , Ontario

MG
Mabel Gloria
Email Direct
Trading Specialist
United States , California , Ontario

RS
Raymond Sicard
Email Direct
Financial Planner
United States , California , Ontario

MC
Michael Caster
Email Direct
Financial Planner
United States , California , Ontario

RG
Ronald Guay
Email Direct
Financial Planner
United States , California , Ontario

EB
Ellen Brasee
Email Direct
Financial Planner
United States , California , Ontario

MT
Mariah Trujillo
Email Direct
Director, Operations
United States , California , Ontario

Former Employees at Falcon Wealth Planning

Explore people who held key positions, contributed to Falcon Wealth Planning's success, and advanced their careers.

Steve Holdsworth

Manager, Wealth at Savvy Wealth

Worked as Financial Planner

at Falcon Wealth Planning (2024-2026)

Direct

Ryan Villa

Billing Specialist at Rosendin

Worked as Operations Specialist

at Falcon Wealth Planning (2017-2018)

Direct

Crystal Kozlak

Financial Planning Ass... at Brooklyn FI

Worked as Planning Specialist

at Falcon Wealth Planning

Direct

Mask Content

Regional VP at Mercer Advisors

Worked as Wealth Management Advisor

at Falcon Wealth Planning (2022-2023)

Direct

Mask Content

Associate Portfolio Ma... at Northwestern Mutual

Worked as Manager, Portfolio Trading

at Falcon Wealth Planning (2021-2025)

Direct

Mask Content

Partner, CFP at Xel Advisors

Worked as Trading Specialist

at Falcon Wealth Planning (2020-2021)

Direct

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Frequently Asked Questions Regarding Falcon Wealth Planning Employees

How many employees does Falcon Wealth Planning have?

Falcon Wealth Planning has 11-50 employees

Who is the CEO of Falcon Wealth Planning?

Falcon Wealth Planning’s CEO is Gabriel Shahin

Who are Falcon Wealth Planning key employees?

Some of Falcon Wealth Planning key employees are Ray Bartolome

Where is Falcon Wealth Planning located?

Falcon Wealth Planning’s headquarters are located at 3400 Inland Empire Blvd Ste 100, Ontario, California, 91764, United States

How do I contact Falcon Wealth Planning?

Falcon Wealth Planning Contact Info: Phone number: (855) 963-2526 Website: www.falconwealthplanning.com

What does Falcon Wealth Planning do?

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

Is Falcon Wealth Planning a public company?

Falcon Wealth Planning is private company therefore does not currently have an official ticker symbol

See more information about Falcon Wealth Planning Employees