Min Joseph Song CFP®, AIF®

Principal

Min brings nearly 20 years of experience in helping families and business owners achieve their financial goals. As a Senior Financial Planner and Principal at Falcon Wealth Planning, he works closely with clients to develop comprehensive financial strategies, utilizing tax-efficient approaches to optimize financial outcomes.

Before joining Falcon Wealth Planning, Min worked at TD Ameritrade, providing financial planning and investment advisory services to the highest net-worth investors.

Min holds a Bachelor of Science degree from the University of California, Irvine. He is married to Dr. Christine Song, a music professor at Cal Poly Pomona. Together, they have two daughters, Elisha and Evelyn, active in competitive travel softball. Their family enjoys traveling, camping and playing board games together in their leisure time.

Professional Designations & Licenses
• Certified Financial Planner™ (CFP®)
• Accredited Investment Fiduciary® (AIF®)