Falcon Wealth Planning
Investment Management • 
Ontario, California, United States • 21-50 Employees
Company overview
| Headquarters | 3400 Inland Empire Blvd., #100, Ontario, CA 91764, US |
| Phone number | +18559632526 |
| Websites | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Investments, Tax Planning, Wealth Management, Financial Planning |
| Founded | 2015 |
| Employees | 21-50 |
| Socials |
Key Contacts at Falcon Wealth Planning
David W. Smith
Managing Director
Kenneth Vendley
Regional Director
Matthew Shahin
Regional Director
Jesse Ayala
Marketing Director
Mariah Valerin
Director Of Advisory Services
Jennifer Reyes
Human Resources Director
Zackary Royce
Regional Director
Michelle Haddad Abousoliman
Director Of Operations
Falcon Wealth Planning Email Formats
Falcon Wealth Planning uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@falconwp.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@falconwp.com | 100% |
About Falcon Wealth Planning
Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.
Falcon Wealth Planning revenue & valuation
| Annual revenue | $4,192,195 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $13,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Falcon Wealth Planning has 29 employees across 7 departments.
Departments
Number of employees
Funding Data
Falcon Wealth Planning has never raised funding before.
Falcon Wealth Planning Tech Stack
Discover the technologies and tools that power Falcon Wealth Planning's digital infrastructure, from frameworks to analytics platforms.
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JavaScript libraries
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Analytics
JavaScript frameworks
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