FALCON WEALTH PLANNING, INC. of ONTARIO, CA is an SEC-registered investment adviser (CRD 174092). Regulatory assets under management: $1.9B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Gabriel Abraham Shahin | CEO; OWNER | — |
| Peter Fredrick Gautreau | CFO | — |
| Ray Ramos Bartolome | CHIEF OPERATING OFFICER | — |
| Rachel Anne Vonbank | CHIEF COMPLIANCE OFFICER | Ontario, CA |
| SHAHIN GABRIEL ABRAHAM | CCO; CEO; OWNER (+1 more) | — |
| Vonbank Rachel Anne | CHIEF COMPLIANCE OFFICER | — |
| Gautreau Peter Fredrick | CFO | — |
| BARTOLOME RAY RAMOS | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER | — |