Zack Royce, CFP® and longtime employee of Falcon Wealth, receives a new role and title within the company.
—Zack Royce, CFP®
ONTARIO, CALIFORNIA, U.S., June 10, 2022 /EINPresswire.com/ — With all the changes coming to Falcon Wealth Planning, its growth needed to be complemented by job adjustments across the company, starting with new positions for current councillors. Senior Financial Planner is a new title within the company and is responsible for overseeing a select group of advisors to ensure client needs are met in accordance with Falcon’s standards of excellence.
Zackary Royce CFP® is not a new face for Falcon. He began his career with the company in 2018 as an operations specialist shortly after earning his Bachelor of Arts in Financial Planning from California State University San Bernardino. Once he got his CFP® designation, Zack transitioned to his current role as an advisor.
His dedication to his clients and Falcon Wealth did not go unnoticed by Gabriel Shahin, CFP® and director of the company. “Zack has been a valuable asset. He works hard and his input is invaluable to me and the other advisors here. His promotion reflects the amount of responsibility he has taken on and is well deserved,” said Gabriel.
Zack is eager to start moving forward in his new position. “I am beyond excited to take on my next role as a Senior Planner at Falcon Wealth Planning. My continued career growth with Falcon Wealth Planning has been fueled by a shared passion for helping families across the United States. With this promotion, it will allow me to excel in my ability to help as many families as possible with personal finances,” he said.
“Being a senior planner also adds another responsibility to my colleagues to lead by example. My goal in this position is to continue to help build something bigger than me. Again, I’m really excited about all the changes and challenges this role will bring.
About Falcon Wealth Planning
Falcon Wealth Planning is a full-service financial planning company designed to help clients achieve their financial goals while controlling their taxes, fees and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE-ONLY Registered Investment Advisor who specializes in tax-efficient retirement income and helping our clients achieve their financial goals.
Falcon Wealth Planning, Inc.
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