Falcon Wealth Planning, Inc.

Falcon Wealth Planning, Inc. (CRD# 174092) is a financial advisory firm headquartered in , . They manage $132,000,000 in 805 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    805
    ACCOUNTS
  • Average Account Value
    $163,975
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Falcon Wealth Planning, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Gabriel A. Shahin
CRD#: 5721782
Ontario, CA
101
Wealthminder
score

Gabriel Shahin (CRD# 5721782) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 8 years of experience in the finance industry. Gabriel Shahin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Rachel A. Vonbank
CRD#: 6742855
Ontario, CA
88
Wealthminder
score

Rachel Vonbank (CRD# 6742855) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has 1 year of experience in the finance industry.

3
Ryan A. Villa
CRD#: 6870929
Ontario, CA
87
Wealthminder
score

Ryan Villa (CRD# 6870929) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has 1 year of experience in the finance industry.

4
Min J. Song
CRD#: 5300828
Ontario, CA
84
Wealthminder
score

Min Song (CRD# 5300828) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 11 years of experience in the finance industry. Min Song has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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