Financial ADVSR advisor directory · SEC adviser records
Falcon Wealth Planning, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Falcon Wealth Planning, LLC office in California, by city and A to Z.
The short answer
15 registered advisors work at Falcon Wealth Planning, LLC in California, out of 17 nationwide; it's the firm's number 1 state by advisors, and the most are in Ontario (14). 12 list the CFP designation and 0 are also registered broker representatives.
Falcon Wealth Planning, LLC advisors by city in California
Every firm in California →Falcon Wealth Planning, LLC advisors in California, A to Z
Search by name →- Jamil M. AbdullahOntario · Certified Financial Planner, Chartered Financial Analyst
- Dave A. Boothe Jr.Ontario · Certified Financial Planner
- Quinn C. CarranzaOntario · Certified Financial Planner
- Christopher CarreonOntario
- Alexandra CastilloOntario
- Cory B. GriffithsOntario · Certified Financial Planner
- Michael G. JensenOntario · Certified Financial Planner
- Pietro LombardiIrvine · Certified Financial Planner
- Kevin D. MayoOntario · Certified Financial Planner
- Marc MelendezOntario · Certified Financial Planner
- Ricky V. PerezOntario
- Zackary T. RoyceOntario · Certified Financial Planner
- Gabriel A. ShahinOntario · Certified Financial Planner
- Min J. SongOntario · Certified Financial Planner
- Kenneth D. VendleyOntario · Certified Financial Planner
Falcon Wealth Planning, LLC advisors in every state →Falcon Wealth Planning, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Falcon Wealth Planning, LLC financial advisors are in California?
15 investment adviser representatives are registered at Falcon Wealth Planning, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 17 at the firm nationwide. 12 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Falcon Wealth Planning, LLC have the most advisors?
Ontario, with 14, then Irvine (1). Falcon Wealth Planning, LLC has advisors in 2 cities in California.
How do I check a Falcon Wealth Planning, LLC advisor in California?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Falcon Wealth Planning, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.