Falcon Wealth Planning appoints CFP® Managing Director David Smith, Ph.D.  in Chicago - World News Report

Falcon Wealth Planning appoints CFP® Managing Director David Smith, Ph.D. in Chicago – World News Report

David Smith, CFP®, Ph.D.

With CFP®, Ph.D. With this designation, David Smith is eager to assist clients in the newly opened Falcon offices in the Chicago area.

I hope to build an office space where people know they can get true fiduciary advice about their finances.”

— David Smith CFP®, PhD

ONTARIO, California, USA, September 12, 2022 /EINPresswire.com/ — Falcon State Planning pleased to announce that David Smith, CFP®, PhD, will join the Falcon Wealth team as a new financial advisor. David started his second career as a CFP® with a plan to become a simple consultant who takes a personal approach to learning and helps his clients make the best financial decisions. As a financial advisor at Falcon Wealth Planning, David will work directly with clients to help set their personal financial goals and set the course to achieve them.

“I am looking forward to establishing the center in the new Chicago offices and hope to be the first of many new Falcon consultants in the area,” said David. “I hope to build an office space where people know they can get true fiduciary advice about their finances. From saving for college to creating a great retirement plan, I hope to see more people enjoy their lives with our help.” David will work alongside Falcon Wealth Planning President Gabriel Shaheen CFP.®MBA, AIF®and Managing Director of our Irvine offices Michael Jensen CFP®. Both Gabriel and Michael are enthusiastic about David’s future at Falcon and believe that his dedication and experience will allow the company to move smoothly into the Midwest. “David is so dedicated to his work that I think he will help the company reach a national network of clients,” said Gabriel.

With this further expansion in Chicago, Falcon is well underway and will potentially surpass half a billion dollars in assets under management by the end of this year. David also sees significant growth for Falcon, stating, “Falcon has the most exciting growth potential of any company I have ever considered working for. I am confident that we will achieve great success by continuing to expand our activities at the national level.”

About falcon welfare planning

Falcon Wealth Planning is a full-service financial planning firm dedicated to helping clients achieve their financial goals by controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a Registered Investment Advisor FOR FREE ONLY, specializing in tax-efficient retirement income and helping our clients achieve their financial goals.

Ray Bartolome
Falcon Wealth Planning, Inc.
+1 855-963-2526
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