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Award Winning Registered Investment Advisor*

Award Winning Registered Investment Advisor*

Nicholas Lai

Intern

Nicholas Lai began his journey at Falcon Wealth Planning in April of 2025 as a micro intern. From there, he secured a full-time summer internship with the company. He aspires to have a long and prosperous career with Falcon, as he learns more about the many components that drive company success.

He is currently studying Finance at Cal Poly Pomona (CPP) and expects to graduate in May 2026. He is an active member of the Student-Managed Investment Fund at CPP and strives to build onto his skills and bring added value to his role at Falcon.

Outside of his academic and professional life, Nicholas is involved in the Bronco Running Club and Concert Choir at CPP, where he has formed meaningful connections with supportive and loving communities.