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).
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Total Assets Under Management826MILLION
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Total Number of Accounts4,424ACCOUNTS
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Average Account Value$186,670
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.