Falcon Wealth Planning has added financial planner Min Song CFP to the firm’s financial planning team.
Song 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.
Song 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 customisable 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, says: “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 organisation.”