2024 Awards & Recognitions

  • Accolade: Advisors to Watch - 250 Advisors to Watch: Under $1 Billion AUM (2024) - Min Song, CFP®

  • Accolade: Advisors to Watch - 100 Next Gen Advisors to Watch (2024) - Zackary Royce, CFP®

  • Accolade: Advisors to Watch - 200 RIAs to Watch (2024) - Ryan Perry, CFP®

AdvisorHub

Wealth Management

  • Accolade: Industry Awards (Wealthies): Finalist – CEO of the Year – AUM Under $20 Billion (2024) – Gabriel Shahin, CFP®, CEO

  • Accolade: Industry Awards (Wealthies): Honoree - Rising Star of the Year (2024) – Nicky Amore, CFP®, Regional Director

Financial Advisors Magazine

  • Accolade: #9 - Top 50 Fastest Growing Firms (2024)

Etf.com

  • Accolade: Top 100 Financial Advisors (2024) – Michael Jensen, CFP®, Managing Partner

RIA Intel

  • Accolade: RIA Intel Award: Finalist - Client Advocate of the Year (2024) - Michael Jensen, CFP®

  • Accolade: RIA Intel Award: Finalist - RIA of the Year (2024) - Falcon Wealth Planning

ThinkAdvisor

  • Accolade: ThinkAdvisor Luminaries Award: Finalist – Executive of the Year (2024) – Michael Jensen, CFP®, Managing Partner

  • Accolade: ThinkAdvisor Luminaries Award: Finalist – Next-Gen Rising Stars (2024) – Zackary Royce, CFP®, Managing Director

Podcasts

Associations

  • Fiona Ma- Financial Freedom and Economic Stability

  • NAPFA

  • Fee-Only Network

  • Smart Asset

  • Inland Empire Chamber of Commerce

  • Wealth Trader

  • National Ethics Association

  • FPA

Publications

Gabriel Shahin, CFP® in the News…

Featured on WWY News, Gabriel Shahin discussed market reactions to the election and President-elect Trump's proposed policies. He highlighted the natural ups and downs of a healthy market, comparing it to a 'heartbeat,' and emphasized the potential for heightened volatility leading up to the inauguration. His insights underscore the importance of staying steady amid market changes.

Press Releases
Michael Jensen, CFP®, of Falcon Wealth Planning Among etf.com’s Top 100 Advisors for 2024
Falcon Wealth Planning
Michael Jensen, CFP®, of Falcon Wealth Planning Among etf.com’s Top 100 Advisors for 2024
Falcon Wealth Planning

Falcon Wealth Planning, a fee-only, true fiduciary financial advisory firm, proudly announces several key milestones for 2024.

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Falcon Wealth Planning
Falcon Wealth Planning Celebrates Outstanding Achievements of Nominated and Award-Winning Advisors
Falcon Wealth Planning
Falcon Wealth Planning Celebrates Outstanding Achievements of Nominated and Award-Winning Advisors
Falcon Wealth Planning

Falcon Wealth Planning, a fee-only, true fiduciary financial advisory firm, proudly announces several key milestones for 2024.

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Falcon Wealth Planning
Falcon Wealth Planning Welcomes Financial Planner Steve Holdsworth
Falcon Wealth Planning
Falcon Wealth Planning Welcomes Financial Planner Steve Holdsworth
Falcon Wealth Planning

Falcon Wealth Planning, a fee-only Registered Investment Advisor (RIA), is pleased to announce the opening of its Seattle office, led by experienced Financial Planner Steve Holdsworth, CFP®.

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Falcon Wealth Planning
Falcon Wealth Recognized As 9th Fastest Growing Firm by Financial Advisor Magazine
Falcon Wealth Planning
Falcon Wealth Recognized As 9th Fastest Growing Firm by Financial Advisor Magazine
Falcon Wealth Planning

Falcon Wealth Planning is proud to announce its inclusion in Financial Advisor Magazine's list of the Top 50 Fastest Growing Firms, securing the 9th position among firms with more than $500 million in assets under management (AUM).

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Falcon Wealth Planning
Falcon Wealth Planning Surpasses $1 Billion in Assets Under Management
Falcon Wealth Planning
Falcon Wealth Planning Surpasses $1 Billion in Assets Under Management
Falcon Wealth Planning

Falcon Wealth Planning, a premier financial planning firm, proudly announces a monumental achievement: surpassing $1 billion in Assets Under Management (AUM).

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Falcon Wealth Planning
Falcon Wealth Planning Expands Team with Experienced CFP® Ken Vendley
Falcon Wealth Planning
Falcon Wealth Planning Expands Team with Experienced CFP® Ken Vendley
Falcon Wealth Planning

Falcon Wealth Planning is pleased to announce the addition of Ken Vendley, CFP®, to their team of Financial Planners

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Falcon Wealth Planning
Falcon Wealth Planning Announces Ashkan Maher as New Chief Marketing Officer
Falcon Wealth Planning
Falcon Wealth Planning Announces Ashkan Maher as New Chief Marketing Officer
Falcon Wealth Planning

Falcon Wealth Planning is pleased to announce Ashkan Maher's appointment as Chief Marketing Officer.

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Falcon Wealth Planning
Falcon Wealth Planning Finalists in 2024 RIA Intel Awards
Falcon Wealth Planning
Falcon Wealth Planning Finalists in 2024 RIA Intel Awards
Falcon Wealth Planning

Falcon Wealth Planning is pleased to announce that Michael Jensen, CFP®, its Managing Partner, has been selected as a finalist for the Client Advocate of the Year award at the RIA Intel Awards.

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Falcon Wealth Planning
Falcon Wealth Planning's Nicky Amore Appointed as CFP® Board Ambassador
Falcon Wealth Planning
Falcon Wealth Planning's Nicky Amore Appointed as CFP® Board Ambassador
Falcon Wealth Planning

Nicky Amore's Appointment Highlights Commitment to Ethical Financial Planning and Community Advocacy

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Falcon Wealth Planning
Falcon Returns to the Valley of the Sun
Falcon Wealth Planning
Falcon Returns to the Valley of the Sun
Falcon Wealth Planning

Falcon Wealth Planning Welcomes Matthew Shahin, CFP®, as Regional Director for Arizona Offices

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Falcon Wealth Planning
Recognized as LUMINARIES Finalist and Featured in Investment Advisor Magazine
Falcon Wealth Planning
Recognized as LUMINARIES Finalist and Featured in Investment Advisor Magazine
Falcon Wealth Planning

2023 LUMINARIES Finalist & Investment Advisor Spotlight

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Falcon Wealth Planning
Falcon Wealth Planning Celebrates Milestone with Successful Opening of New Office Building in Chicago, Illinois
Falcon Wealth Planning
Falcon Wealth Planning Celebrates Milestone with Successful Opening of New Office Building in Chicago, Illinois
Falcon Wealth Planning

Expanding Horizons: Falcon Wealth Planning Celebrates Opening of New Chicago Office – A Symbol of Growth and Client-Centric Excellence.

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Falcon Wealth Planning
Falcon Wealth Planning Promotes Zackary Royce, CFP® to Regional Director
Falcon Wealth Planning
Falcon Wealth Planning Promotes Zackary Royce, CFP® to Regional Director
Falcon Wealth Planning

Zackary Royce, CFP®: Soaring to New Heights as Regional Director at Falcon Wealth Planning, Inc.

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Falcon Wealth Planning
Kevin Mayo CFP® Recognized in AdvisorHub's Top 200 Advisors to Watch for Fastest Growing
Falcon Wealth Planning
Kevin Mayo CFP® Recognized in AdvisorHub's Top 200 Advisors to Watch for Fastest Growing
Falcon Wealth Planning

Falcon Wealth Planning’s Managing Director, Kevin Mayo CFP® is named on AdvisorHub List

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Falcon Wealth Planning
Michael Jensen CFP® Honored as a Leading Advisor to Watch by AdvisorHub
Falcon Wealth Planning
Michael Jensen CFP® Honored as a Leading Advisor to Watch by AdvisorHub
Falcon Wealth Planning

Falcon Wealth Planning's Managing Partner, Michael Jensen CFP®, Named Advisor to Watch on AdvisorHub's Annual List

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Falcon Wealth Planning
Falcon Wealth Planning Nabs Rising Star Accolade at RIA Intel Awards
Falcon Wealth Planning
Falcon Wealth Planning Nabs Rising Star Accolade at RIA Intel Awards
Falcon Wealth Planning

Falcon’s Founder and Principal, Gabriel Shahin, CFP®, Honored as a Rising Star by RIA Intel

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Falcon Wealth Planning
Falcon Wealth Planning Earns Two Finalist Positions for RIA Intel Awards 2023
Falcon Wealth Planning
Falcon Wealth Planning Earns Two Finalist Positions for RIA Intel Awards 2023
Falcon Wealth Planning

RIA Intel Recognizes Falcon Wealth for the second year in a row.

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Falcon Wealth Planning
Falcon Wealth Planning Acquires Rivermark Wealth Management in San Jose
Falcon Wealth Planning
Falcon Wealth Planning Acquires Rivermark Wealth Management in San Jose
Falcon Wealth Planning

Falcon’s Expansion Continues Through Partnership with Ron Guay CFP®, Principal of Rivermark.

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Falcon Wealth Planning
Falcon Wealth Planning Named Best Wealth Management Firm in Los Angeles
Falcon Wealth Planning
Falcon Wealth Planning Named Best Wealth Management Firm in Los Angeles
Falcon Wealth Planning

Accolades from AdvisoryHQ give Falcon Wealth a 5-Star Ranking for Best Financial Advisor in Los Angeles.

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Falcon Wealth Planning