Falcon Wealth Planning, Inc.

Richard Leake is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Falcon Wealth Planning, Inc. in Oakbrook Terrace, IL. He has eight years of industry experience, including prior roles at Vantage Point Financial LLC, Cadence Planning, LLC, Charles Schwab & Co., Inc., TD Ameritrade, and Westrade LLC. Falcon Wealth Planning provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm uses client-specific investment strategies documented in Investment Policy Statements and combines fundamental and technical analysis with modern portfolio theory.

Min Song is a CFP® and holds a Series 66 license with 18 years of industry experience. She has worked at Falcon Wealth Planning, Inc. since 2017 and previously spent nine years at TD Ameritrade Inc. in Ontario, CA. Falcon Wealth Planning, Inc. provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm uses client-specific investment strategies documented in Investment Policy Statements and combines fundamental and technical analysis with modern portfolio theory.

Ray Bartolome is a financial advisor at Falcon Wealth Planning, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and TD Ameritrade & Co., Inc. before joining Falcon Wealth Planning. Falcon Wealth Planning provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm uses client-specific investment strategies documented in Investment Policy Statements and employs fundamental and technical analysis alongside modern portfolio theory.

Quinn Carranza is a CFP® professional with three years of industry experience, currently advising at Falcon Wealth Planning, Inc. in Ontario, CA. Prior to joining Falcon Wealth Planning, Carranza held positions at Orora Packaging Company and Montecito Bank & Trust. Falcon Wealth Planning provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm employs client-specific investment strategies documented in Investment Policy Statements and utilizes fundamental and technical analysis alongside modern portfolio theory.

Marc Melendez is a CFP® professional with Falcon Wealth Planning, Inc. in Ontario, CA, and has one year of experience in the financial advisory industry. Prior to joining Falcon Wealth Planning, he worked at Invert Environmental Consultants and ABM Industries. Outside of his advisory role, Melendez operates an independent notary business called Notary Pro. Falcon Wealth Planning provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm offers discretionary portfolio management, written investment policy statements, and a Family Office program for clients with $5 million or more in assets, utilizing a combination of fundamental and technical analysis alongside modern portfolio theory.

Steven Holdsworth is a CFP® professional with 24 years of experience in financial advising. He is currently with Falcon Wealth Planning, Inc. and has previously worked at firms including First Pacific Financial and Ramsey & Associates, Inc. Holdsworth holds a Washington state insurance license but is not authorized to sell insurance products or receive commissions. Falcon Wealth Planning provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as charitable organizations and businesses. The firm employs client-specific investment strategies documented in Investment Policy Statements and offers a Family Office program for clients with $5 million or more in assets.

Zackary Royce is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Falcon Wealth Planning, Inc., where he has worked since 2018, following a prior role at Beacon Pointe. Falcon Wealth Planning provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm employs client-specific investment strategies supported by fundamental and technical analysis and offers a Family Office program for clients with $5 million or more in assets.

Michael Caster is a CFP® professional with 12 years of industry experience, currently serving at Falcon Wealth Planning, Inc. He previously worked at The Vanguard Group, Inc. for 12 years. Falcon Wealth Planning provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm employs client-specific investment strategies documented in Investment Policy Statements and offers a Family Office program for clients with $5 million or more in assets.

Alexandra Castillo is a financial advisor at Falcon Wealth Planning, Inc. in Ontario, CA. She holds a Series 65 designation and joined Falcon Wealth Planning in 2022. Prior to her advisory role, she was a college student from 2019 to 2023. Falcon Wealth Planning provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm employs client-specific investment strategies documented in Investment Policy Statements and integrates fundamental and technical analysis with modern portfolio theory.

Kevin Mayo is a CFP® with 28 years of experience in the financial services industry. He is currently with Falcon Wealth Planning, Inc., where he has worked since 2020, and also has experience with Bank of the West dating back to 2015. Falcon Wealth Planning provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm employs client-specific investment strategies using fundamental and technical analysis alongside modern portfolio theory and offers a Family Office program for clients with $5 million or more in assets.

Raymond Sicard is a financial advisor at Falcon Wealth Planning, Inc. with 11 years of industry experience. He holds the CFP® and CFA® designations along with Series 63 and Series 66 licenses. His prior experience includes roles at Facet Wealth, Ameriprise Financial Services Inc, Goodman Advisory Group, and LPL Financial. Falcon Wealth Planning provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm employs client-specific investment strategies documented in Investment Policy Statements and offers a Family Office program for clients with $5 million or more in assets.

Michael Jensen is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Falcon Wealth Planning, Inc. since 2021 and previously held roles at Beacon Pointe Insurance Services, Beacon Pointe Advisors, Simplex Wealth Management, and Consilium Wealth Management. Jensen is also a partner in Falcon Wealth Planning OC, LLC, a holding company for the firm’s Orange County office. Falcon Wealth Planning provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm offers discretionary portfolio management, written investment policy statements, and a Family Office program for clients with $5 million or more in assets, employing a combination of fundamental and technical analysis alongside modern portfolio theory.

Gabriel Shahin is a CFP® with 16 years of industry experience, currently serving as the principal of Zealth Planning, LLC. He has held leadership roles in multiple related businesses, including tax services and community education focused on helping individuals understand complex financial products. Shahin also leads a nonprofit organization that provides seminars to educate the community on financial matters. Zealth Planning, LLC offers fee-only financial planning services to individual clients, providing written plans covering areas such as business planning, cash flow, retirement strategies, estate planning, tax considerations, insurance, and investment analysis. The firm does not manage or custody client assets, instead offering investment recommendations based on asset allocation principles and allowing for ESG or other client preferences.

Matthew Shahin is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Falcon Wealth Planning, Inc., where he has worked since 2024. Prior to that, he was employed at The Vanguard Group, Inc. for eight years and Wells Fargo Advisors LLC for two years. Falcon Wealth Planning provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm employs client-specific investment strategies supported by fundamental and technical analysis, modern portfolio theory, and offers a Family Office program for clients with $5 million or more in assets.

Jamil Abdullah is a financial advisor at Falcon Wealth Planning, Inc. with 10 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His prior experience includes roles at Vance Wealth Management, EF Legacy Securities, Edelman Financial Services, and Sanders Morris Harris. Falcon Wealth Planning provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm employs client-specific investment strategies documented in Investment Policy Statements and integrates fundamental and technical analysis with modern portfolio theory.