

Falcon Wealth Planning, Inc. Information
Contact top employees from
Falcon Wealth Planning, Inc.
Summary
Falcon Wealth Planning, Inc. has been in the industry for 11 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 52. To connect with Falcon Wealth Planning, Inc. employee register on SignalHire.
Organization Website | FalconWealthPlanning.com |
Phone Number | 8559632526 |
Industries | |
Headquarters Location | 3400 Inland Empire Blvd., Ontario, CA, 91764 US |
Employees Size | 100-200 employees |
Specialties | Wealth Management, Financial Planning, Tax Planning, Investments |
Founded | 2015 |
Employees Turnover 1 quarter 2026
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Falcon Wealth Planning, Inc. shows a diverse range of experience levels:
5% have been with the company for less than 1 year35% for 1–2 years20% for 3–4 years25% for 5–7 years15% for 8–10 yearsContact top employees from
Falcon Wealth Planning, Inc.
Michael Caster
Financial Planner
Keith Monasterial
Financial Planning Specialist
Daniel Kane
Business Development Specialist
Jordan Mayo
Marketing Communications Manager
Michael Jensen
Managing Partner
Steve Holdsworth
Financial Planner
Ray Bartolome
Chief Operating Officer
Alex Navazi
Financial Planning Specialist
Ashkan Maher
Chief Marketing Officer
Michelle Haddad Abousoliman
Director of Operations
Marc Melendez
Relationship Manager
Valerie Lopez
Marketing Assistant
Janna Renden
Executive Assistant
Felix Gong
Operations Intern
Parker Ewers
Intern
Shereen De Assuncao
Human Resources Specialist
Companies Similar to Falcon Wealth Planning, Inc.
FAQ
Falcon Wealth Planning, Inc. operates in the Finance industries. More details can be found on the official website: FalconWealthPlanning.com.
The headquarters of Falcon Wealth Planning, Inc. are located in Ontario, United States.
You can contact Falcon Wealth Planning, Inc. by phone at 8559632526.
Falcon Wealth Planning, Inc. currently employs 100-200 people.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.





