ONTARIO, Calif., Sept. 28, 2018 /PRNewswire-PRWeb/ -- September marks the start of an innovative new chapter for Falcon Wealth Planning, Inc. Falcon Wealth has engaged a new Chief Financial Officer to spearhead their new tax division, Falcon Wealth Tax Services, LLP. Pete Gautreau, CPA comes to Falcon Wealth with an endless amount of knowledge on public accounting. With over 25 years of industry experience, Pete is poised to bring a whole new world of accounting and tax knowledge to Falcon Wealth's comprehensive tax planning advice. "We're extremely excited to get such an experienced CFO with a strong public accounting background," Gabriel Shahin, Principal at Falcon Wealth Planning says. "Pete has been a CFO for a larger organization which helps add value to our self-employed clients and our firm."
"After being in the business of servicing tax clients for the last 25 years, I am very excited to join a firm dedicated to helping clients identify tax planning opportunities that enhance and preserve wealth." Pete Adds. "This organization is truly unique. Our affiliation with Falcon Wealth Planning has provided us exceptional resources to offer real value to our tax clients."
Falcon Wealth's history is filled with major feats and milestones, and the addition of this new division is no exception. Falcon Wealth has always strived to be a cut above the rest, and this move solidifies their intent to grow. "With Pete's 20 plus years of public accounting experience, that will add significant resources to all of our advisors and clients to answer any tax questions they may have," Gabriel comments. "We cannot express how important this addition is to Falcon Wealth Planning as we have officially differentiated ourselves from the competition."
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.
SOURCE Falcon Wealth Planning
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