Falcon Wealth Planning Inc

  • Investment Bank/Securities Brokerage
  • Ontario CA
  • 6 employees
  • Investment Management
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Company Overview

Headquarters
3400 Inland Empire, Suite 100, Ontario CA
Website
falconwealthplanning.com
Phone
(855) 963-2526
Employees
6
Founded in
2014
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$50B

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Company Leadership

Gabriel Shahin

Founder and Principal

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Pete Gautreau

Managing Partner

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Sophia Shahin

Director of Education

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Falcon Wealth Planning Inc Industry Tags

Wealth Management
Financial Planning
Tax Planning
Investments
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FAQ

What is the location of Falcon Wealth Planning Inc's headquarters?
The headquarters of Falcon Wealth Planning Inc are situated at 3400 Inland Empire, Suite 100, Ontario CA
What is Falcon Wealth Planning Inc's phone number?
Falcon Wealth Planning Inc's contact number is (855) 963-2526.
What is Falcon Wealth Planning Inc's official website?
The official website of Falcon Wealth Planning Inc can be found at falconwealthplanning.com.
What is Falcon Wealth Planning Inc's current revenue?
As of November 2023, Falcon Wealth Planning Inc's annual revenue reached $50B.
How many employees does Falcon Wealth Planning Inc currently have?
Falcon Wealth Planning Inc employs approximately 6+ people as of November 2023
Which industries is Falcon Wealth Planning Inc primarily operating in?
Falcon Wealth Planning Inc operates in the following industries: Investment Management
Who is the Founder and Principal of Falcon Wealth Planning Inc?
Falcon Wealth Planning Inc's Founder and Principal is Gabriel Shahin
What are Falcon Wealth Planning Inc's industry tags?
Falcon Wealth Planning Inc's industry tags include: Wealth Management, Financial Planning, Tax Planning
When was Falcon Wealth Planning Inc founded?
Falcon Wealth Planning Inc was founded in 2014.

Employee Directory

Key Employees

Michael Jensen

Managing Partner

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Saman Bigharaz

Wealth Management Advisor

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Joseph Song

Principal

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Ray Bartolome

Chief Operating Officer

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Joseph Valdez

Operations Specialist

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Jordan Mayo

Marketing Communications Manager

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