Jamil Abdullah CFP®, CFA®

Financial Planner

Jamil has been with Falcon Wealth Planning since 2019 and is impressed with how quickly it has grown. Initially, he served as Falcon's Portfolio Manager, overseeing investments and trading, before transitioning to the position of Financial Planner. His office is located in Ontario, California, but he also assists clients in Los Angeles County.

He is excited to use his personal and professional experiences to assist our clients in navigating through their unique financial journeys and becoming their "financial partner." In his spare time, he enjoys listening to podcasts and reading books about finance and investments.

Jamil enjoys spending time with his wife, Ivana, and their rescue dog, Melo, outside of work. Ivana graduated from the Western University of Health Sciences and now practices as a general dentist in Santa Clarita, where she loves to serve her patients. As for Melo, he is a very spoiled dog, but deservedly so! Jamil is an active member of his church and a devoted family member. He and his family enjoy traveling to new places and trying new foods. Jamil and Ivana welcomed their first child in September 2023 and are excited to set up his 529 plan for him because “you’re never too young to start planning for your financial future.”

Professional Designations & Licenses

• Certified Financial Planner™ (CFP®)

• Chartered Financial Analyst (CFA®)