Falcon Wealth Planning, Inc. · 5 hours ago
Certified Financial Planner
LA Metro Area
Full-time
Hybrid
Mid LevelFalcon Wealth Planning, Inc. is a FEE ONLY Registered Investment Advisor specializing in helping clients achieve their financial goals through comprehensive financial planning. The Certified Financial Planner will provide expert advice on financial planning, create personalized financial strategies, and ensure ethical practices while fostering long-term client relationships.
ConsultingFinancial ServicesImpact Investing
Hiring Manager
Kevin Mayo,CFP®
Responsibilities
Provide expert advice on financial planning, including retirement, tax, estate, real estate, and investment planning
Create personalized financial strategies
Analyze clients' financial data
Offer ongoing financial direction tailored to meet clients' specific objectives
Ensure ethical practices with a commitment to the FEE ONLY advisory model
Foster long-term client relationships
Qualification
Required
Strong expertise in Financial Planning and Personal Financial Planning
Proficiency in Retirement Planning and finance-related decision-making
Exceptional communication, analytical, and strategic problem-solving skills
Ability to provide comprehensive advice on investment, estate, and tax planning
Focus on client-centric, ethical financial practices with a FEE ONLY approach
Preferred
Certification as a Certified Financial Planner (CFP) preferred
Bachelor's degree in Finance, Accounting, Economics, or a related field is preferred
Company
Falcon Wealth Planning, Inc.
Falcon Wealth Planning, Inc.
Founded in 2014
51-200 employees
H1B Sponsorship
Falcon Wealth Planning, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
Gabriel Shahin, CFP®, MBA
Founder and Principal
Michael Jensen, CFP®
Managing Partner
Recent News
2025-10-15
2025-07-15
Company data provided by crunchbase