Falcon Wealth Planning, Inc.

Falcon Wealth Planning, Inc. (CRD# 174092) is a financial advisory firm headquartered in Ontario, CA. They manage $825,827,195 in 4,424 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    826
    MILLION
  • Total Number of Accounts
    4,424
    ACCOUNTS
  • Average Account Value
    $186,670
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, IL, IN, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV

Financial Advisors at Falcon Wealth Planning, Inc.
Showing 1 - 10 of 17 top financial advisors.
1
Nicole M. Amore
CRD#: 6648578
1 Trans Am Plaza Dr1, Oakbrook Terrace, IL 60181

Nicole Amore (CRD# 6648578) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Oakbrook Terrace, IL and has over 7 years of experience in the finance industry.

2
Ellen R. Brasee
CRD#: 3058868
3400 Inland Empire Blvd., Suite 100, Ontario, CA 91764

Ellen Brasee (CRD# 3058868) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 25 years of experience in the finance industry.

3
Christopher Carreon
CRD#: 6380811
3400 Inland Empire Blvd., Suite 100, Ontario, CA 91764

Christopher Carreon (CRD# 6380811) 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.

4
Ronald W. Guay
CRD#: 6746496
2570 N. 1st St, Suite 200, San Jose, CA 95131

Ronald Guay (CRD# 6746496) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in San Jose, CA and has over 7 years of experience in the finance industry.

5
Michael G. Jensen
CRD#: 5848722
3400 Inland Empire Blvd., Suite 100, Ontario, CA 91764

Michael Jensen (CRD# 5848722) 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.

6
Pietro Lombardi
CRD#: 2814446
2030 Main St 13th Fl, Irvine, CA 92614

Pietro Lombardi (CRD# 2814446) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Irvine, CA and has over 20 years of experience in the finance industry.

7
Kevin D. Mayo
CRD#: 2975814
3400 Inland Empire Blvd., Suite 100, Ontario, CA 91764

Kevin Mayo (CRD# 2975814) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 26 years of experience in the finance industry.

8
Ryan C. Perry
CRD#: 4248079
3400 Inland Empire Blvd., Suite 100, Ontario, CA 91764

Ryan Perry (CRD# 4248079) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 23 years of experience in the finance industry.

9
Zackary T. Royce
CRD#: 6999116
3400 Inland Empire Blvd., Suite 100, Ontario, CA 91764

Zackary Royce (CRD# 6999116) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 5 years of experience in the finance industry.

10
Gabriel A. Shahin
CRD#: 5721782
3400 Inland Empire Blvd., Suite 100, Ontario, CA 91764

Gabriel Shahin (CRD# 5721782) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 14 years of experience in the finance industry.

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