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Falcon Wealth Planning

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Amazing Company - The Sky is the Limit! - Anonymous employee Falcon Wealth Planning Employee Review

5.0
27 Jun 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

- You can make a huge impact - Exciting place to work with insane growth - Setting the standard in the industry - Great staff, who care and see the vision of the firm - Amazing leadership that wants staff involved in our growth and truly care about the development of associates

Cons

- Not a con, but moving fast and constantly evolving, so buckle up!

Explore other reviews about Falcon Wealth Planning

5.0
20 May 2026
Anonymous intern
Recommend
CEO approval
Business outlook

Pros

great culture and sweet CEO

Cons

alot of people, not enough work sometimes

5.0
11 May 2026
Recommend
CEO approval
Business outlook

Pros

Working at Falcon Wealth Planning is genuinely energizing. The leadership team — starting with Gabriel Shahin — brings a rare combination of deep financial expertise and authentic passion for the clients they serve. You can feel the mission-driven culture from day one. This isn't a firm that just talks about fiduciary responsibility; they live it, and that creates a sense of pride in the work you do every day. The team is sharp, collaborative, and hungry to grow — which makes for a fast-paced environment where your contributions actually matter. Leadership is transparent, accessible, and invested in the professional development of the people around them. With nearly $2B in AUM and continued momentum, you get the best of both worlds: the stability of an established firm and the energy of a company still very much in growth mode.

Cons

The pace can be intense — this is not a clock-in, clock-out kind of place. If you thrive on structure and predictability, the dynamic environment might take some getting used to. But for anyone who's motivated by results and wants to be part of something bigger, that energy is a feature, not a bug.

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