Falcon Wealth Planning Appoints New Financial Planner
ONTARIO, Calif. (PRWEB) December 10, 2017 -- Falcon Wealth Planning (http://www.FalconWealthPlanning.com) announces that Min Song, CFP® has joined the firm to further enhance their financial planning team. Min comes with a wealth of experience in the industry, having spent the past decade at TD Ameritrade where he was instrumental in helping high-net worth clients achieve their financial goals in the Private Client Group. He’s been recognized as a top advisor throughout the years. We are excited to have Min join our team to help our continued success.
Min joins Falcon Wealth Planning as a financial planner to continue helping families achieve their goal in the Southern California region. He comments, ”I am excited to help clients with true financial planning. The flexible and highly customizable approach of financial planning is exciting to be a part of. Joining Falcon Wealth was an easy decision as they reward being a fiduciary as it is extremely important to me as I have always done what’s in my clients best interest.”
Gabriel Shahin, CFP®, Principal of Falcon Wealth Planning said, “We’re lucky to have Min be a part of our team. He brings superior skills in financial planning and has a proven history of success and providing elite service to his clients. Falcon Wealth will be able to maintain its high level of service with this rare addition. Having knowing Min for close to 10 years, there’s no better piece that we could have acquired to better our clients experience, financial knowledge, and overall organization.”
About Falcon Wealth Planning
Falcon Wealth Planning is a full service Financial Planning firm (http://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.
Gabriel Shahin, Falcon Wealth Planning, Inc., http://falconwealthplanning.com/, 855-963-2526, [email protected]
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