Press Releases
Falcon Wealth Planning Named Top Advisor to Watch by AdvisorHub
Falcon Wealth Nabs a Top Advisor Place on Advisor Hub’s 50 RIAs to Watch list.
Falcon Wealth Planning Adds Finance Industry Veteran Peter Lombardi, CFP®, MBA
With 30+ years of experience, Peter Lombardi is an established presence in the Orange County Community and a perfect fit for Falcon.
Falcon Wealth Planning’s Zackary Royce promoted to Senior Financial Planner
Long-time Falcon Wealth CFP® and employee, Zack Royce, given new position and title within the company.
Falcon Wealth Planning lands Finalist Position in 2022 Wealthies Awards
Falcon Wealth is a Finalist in WealthManagement.com’s 2022 Industry Awards as a “Rising Star of the Year”
Falcon Wealth Planning Continues to Expand Outward and Upward
Falcon Wealth adds several new locations.
CEO of Falcon Wealth Planning Recognized as Leader of Influence
Gabriel Shahin, CFP® added to LA Business Journal’s list of outstanding professionals in the wealth management field
Falcon Wealth Planning Hosts Vanguard’s Qian Wang, Ph.D.
Falcon Wealth held a special event at its headquarters to discuss 2022’s economic and market outlook.
Falcon Wealth Planning attends NYSE Closing Bell
Falcon Wealth CEO joins Avantis Investors to participate in New York Stock Exchange's Closing Bell
Falcon Wealth Mentioned in Forbes
Falcon Wealth founder Gabriel Shahin shares tips to plan your financial future.
Falcon Wealth Planning Honored in ASU’s Sun Devil 100
Falcon places 1st in revenue segment and makes Sun Devil 100 history
Falcon Wealth Planning Celebrates 7 Year Anniversary
Falcon Wealth celebrates 7 years with a ribbon-cutting ceremony at their new location
Falcon Wealth Planning Secures Place as One of the Fastest Growing Fee-Only RIAs in California
Falcon lands among the top RIAs in California according to Citywire
Falcon Wealth Planning Adds New Managing Director
Kevin Mayo CFP®, MBA promoted to Managing Director of Falcon Wealth’s Ontario Headquarters
Falcon Wealth Planning Promotes New Chief Operating Officer
Ray Bartolome named as New Chief Operating Officer at Falcon Wealth Planning
Falcon Wealth Planning Acquires New Headquarters
The new facility quadruples the office space and supports the firm's monumental growth trajectory
Falcon Wealth Planning Announces Appointment of New Managing Director
Michael Jensen, CFP® to lead Falcon Wealth Orange County as New Managing Director.
Falcon Wealth Planning Doubles Assets Under Management Year Over Year
With 2017 behind them and the road of 2018 stretching out in front of them, Falcon Wealth Planning intends on repeating what they did last year and more.