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Rivermark Wealth Management Joins Falcon Wealth Planning

Falcon, with more than half a billion dollars under management, has made its first acquisition as the firm considers taking on a capital partner.

San francisco bayUnited statesLos angelesGabriel shahinRon guayLas vegasFalcon wealth planningRivermark wealth managementPrincipal gabrielWealth management industry awardRising starSan francisco bay areaJose based rivermarkGarrett investmentProsperity capital advisorsBay area

Falcon Wealth Planning Named Best Wealth Management Firm in Los Angeles

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

United statesLos angelesGabriel shahinFinancial planning firmFalcon wealth planning incWealth planningFalcon wealthStar rankingBest financial advisorDown advisor selection methodologyBest wealth management firmsInvestment advisorFalcon wealth planning

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.

United statesGabriel shahinFinancial planning firmFalcon wealth planning incFalcon wealth planningWealth nabsTop advisor placeAdvisor hubWealth planningTop advisorInvestment advisor

Falcon Wealth Planning establishes Managing Director, David Smith CFP®, Ph D in Chicago

With a CFP®, Ph.D. designation, David Smith will readily help clients in Falcon s newly established offices in the Chicago area.

United statesDavid smithGabriel shahinMichael jensenFinancial planning firmWealth planningFalcon wealthFinancial advisorFalcon wealth planningManaging directorBoth gabrielAssets under managementInvestment advisor

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.

United statesOrange countyGabriel shahinMichael jensenPeter lombardiFinancial planning firmOrange county communityWealth planningFalcon familyCertified financial plannerManaging directorBoth gabriel shahinAssets under managementInvestment advisorFalcon wealth planning

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