Falcon Wealth Planning began as a small firm, ran out of the now Principal planner’s own home in 2015. Only 4 years later, Falcon Wealth has grown exponentially with many feats and achievements to show. Expanding its team to help better serve their clients is no exception.
Annie Chen has joined the Falcon Family and is already making huge waves. With her CFP, experience, and welcoming personality, she already has plans to educate the community here at the Falcon Wealth offices starting in the summer. “I selected Falcon Wealth because it is truly a comprehensive financial planning firm.” Annie comments. “Unlike other firms that focus mainly on investments or selling products, Falcon Wealth helps their clients on all their financial matters with an unmatched level of detail.”
Annie is eager to grow with the company and soar to great heights with Falcon Wealth. “What I am excited about is Falcon Wealth becoming the best financial planning firm in the nation, “Annie says, “because the advisors here are willing to go above and beyond when it comes to helping their clients achieve their goals.” Founding Principal, Gabriel Shahin adds, “I am excited to continue to bring top industry quality as Annie brings superior planning experience and the true passion of helping clients achieve their financial goals.”
About Falcon Wealth Planning
Falcon Wealth Planning is a full-service Financial Planning firm (https://www.FalconWealthPlanning.com) which 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 that specializes in tax-efficient retirement income and helping our clients achieve their financial goals.
Media ContactCompany Name: Falcon Wealth Planning Contact Person: Annie Chen Email: Send EmailPhone: 855-963-2526Country: United StatesWebsite: https://falconwealthplanning.com/
