Falcon Wealth Planning is pleased to announce that Peter Lombardi, CFP®, MBA, will join the Falcon Family as our newest Financial Advisor. Peter has been helping clients through their financial journeys since the mid-1990s and has advisory and managerial experience for companies such as E-Trade, where he has almost 15 years of experience. As a Certified Financial Planner, Peter prioritizes putting his clients in the best position to succeed long-term and treats them as he would his closest family.
“Falcon Wealth is dedicated to their client’s journey to financial paradise,” Peter said. “Helping clients reach their life-long dreams has always been my motivation and I’m happy to join a company with aligned interests.” Peter will be joining Managing Director, Michael Jensen, at Falcon’s Orange County location in Irvine, California. Both Gabriel Shahin, Falcon’s CEO, 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 fit for the Falcon team.
On track to suppress half a billion dollars in Assets Under Management before the end of the year, Falcon is rapidly growing outward and hoping to extend its reach into the national sphere. Peter also sees the potential growth for Falcon. “I’m thrilled to share in Falcon’s upward trajectory and help it reach the pinnacle of its field.”
News Source: EIN News
