Falcon Wealth Promotes New Chief Compliance Officer
ONTARIO, Calif. (PRWEB) May 01, 2018 -- With the first quarter of 2018 on the books, Falcon Wealth Planning is yet again taking strides to become the $1 billion firm it wants to be. With their Director of Operations now stepping into the role of Chief Compliance Officer, Rachel Vonbank will play an integral part in Falcon Wealth’s continuing success. “I am very excited for this expanded role with Falcon Wealth Planning,” Rachel adds. “I believe the potential for growth and value creation here is tremendous, given the smart and passionate team I get to work with each day. I see nothing but success in the firm’s future and I’m honored to be a part of the Falcon Wealth Family.”
Rachel isn’t the only one that is excited for this milestone. Falcon Wealth’s Principal, Gabriel Shahin is equally ecstatic. “We are excited to promote Rachel to lead our compliance. She has grown organically as our Operations Director to now our Chief Compliance Officer. She understands the business inside and out and with her law degree, there is no better person to handle our compliance than Rachel.”
With this new change on Falcon Wealth’s 3 year anniversary, Gabriel firmly believes that Rachel will take the firm to new heights. Gabriel comments, “Rachel adds significant value with her hard work, detail-oriented nature, commitment to Falcon Wealth’s success, and the experience using her JD to take us to a compliant $1 billion firm.”
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 financial goals.
Gabriel Shahin, Falcon Wealth Planning, Inc., https://www.FalconWealthPlanning.com, 855-963-2526, [email protected]
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