Falcon Wealth Planning Adds Financial Industry Veteran Peter Lombardi, CFP®, MBA

Peter Lombardi CFP®, MBA

With over 30 years of experience, Peter Lombardi is an established presence in the Orange County community and an ideal candidate for Falcon.

I am thrilled to share Falcon’s upward trajectory and help him reach the top of his field.

—Peter Lombardi CFP®, MBA

ONTARIO, CALIFORNIA, USA, Aug. 15, 2022 /EINPresswire.com/ — Falcon Wealth Planning is pleased to announce that Peter Lombardi, CFP®, MBA, will join the Falcon family as a new financial advisor. Peter has been helping clients through their financial journey since the mid-1990s and has advisory and management experience for companies such as E-Trade, where he has nearly 15 years of experience. As a Certified Financial Planner, Peter prioritizes putting his clients in the best position for long-term success and treats them as he would his closest family.

“Falcon Wealth is dedicated to our clients’ journey to financial heaven,” said Peter. “Helping clients achieve their lifelong dreams has always been my motivation and I’m happy to join a company with aligned interests.” Peter will join General Manager Michael Jensen at Falcon’s Orange County site in Irvine, California. Gabriel Shahin, CEO of Falcon, and Michael are extremely optimistic about Peter’s future with the company, citing his experience as a great asset to the Orange County office and his personality as a fantastic complement to the company. Falcon team.

On track to shed half a billion dollars in assets under management before the end of the year, Falcon is rapidly expanding outward and hopes to expand its reach into the domestic sphere. Peter also sees growth potential in Falcon. “I’m thrilled to share Falcon’s upward trajectory and help him reach the top of his field.”

About Falcon Wealth Planning

Falcon Wealth Planning is a full-service financial planning company 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 PAY-ONLY Registered Investment Advisor specializing in tax-efficient retirement income and helping our clients achieve their financial goals.

Falcon Wealth Planning
Falcon Wealth Planning, Inc.
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