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

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

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®.

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).

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

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

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

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.

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

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

2023 LUMINARIES Finalist & Investment Advisor Spotlight

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

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

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

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

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

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

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

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

Falcon Wealth receives recognition as one of the fastest-growing RIAs of 2022 by Advisors Magazine.