Falcon Wealth Brings Accomplished Advisor to Excel Organization
Falcon Wealth Planning (http://www.FalconWealthPlanning.com) announces that Kevin Mayo, MBA, CFP® has joined the firm. Kevin has been a leader in large national financial firms for over 20 years. He has been recognized as a top advisor, manager, and regional vice president over his career. We are excited to have Kevin join our team to take us to new levels.
Kevin joins Falcon Wealth Planning as a financial planner to help manage our client relations in the Southern California region. He comments, “I am truly excited to join Falcon Wealth Planning, a firm that shares my values. For over 20 years I provided wealth planning services to clients and, during that professional career, there are principles that guide me: honesty, integrity, and a desire to make my clients’ needs paramount in every decision.”
Gabriel Shahin, CFP®, Principal of Falcon Wealth Planning said, “We’re ecstatic to have Kevin be part of the Falcon Family. He brings an unbelievable track record and has a contagious hard-working attitude that can help lead the office. His experiences and skills will provide the necessary knowledge to bring Falcon Wealth to new heights of success. We look forward to taking his skills and our process and seeing him flourish.”
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.
Media Contact
Company Name: Falcon Wealth Planning, Inc.
Contact Person: Gabriel Shahin
Phone: [email protected]
Address:3595-4 Inland Empire Blvd. Ste, 200
City: Ontario
State: CA
Country: United States
Website: www.FalconWealthPlanning.com
