Falcon Wealth Planning Doubles Assets Under Management Year Over Year
“Our growth validates the quality of planning we offer at Falcon Wealth.”
During 2017, Falcon Wealth Planning saw its AUM (Assets Under Management) increase by 100% over the previous year. The Growth of this size has not been uncommon, Falcon Wealth has seen their AUM double annually from the time they were established back in March of 2015.
Falcon Wealth Planning is very pleased with the outstanding growth in 2017, and they are poised to continue this growth with further expansion of their AUM in the upcoming 2018 year. Plans to encourage this growth have already started by adding another outstanding planner, Min Joseph Song, CFP® and by bringing on additional talented staff members. The biggest growth potential for 2018 comes from the acquisition of a bigger location. Gabriel Shahin, CFP®, Principal of Falcon Wealth Planning comments “We’re excited to double for the 2nd straight year and plan to accelerate our growth for 2018. Our growth validates the quality of planning we offer at Falcon Wealth.”
About Falcon Wealth Planning
Falcon Wealth Planning is a full-service Financial Planning firm that is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE-ONLY Registered Investment Advisor that specializes in tax-efficient retirement income and helping our clients achieve their financial goals.