Rachel Vonbank was Promoted as Chief Compliance Officer at Falcon-Wealth-Planning

Date of management change: May 01, 2018 

What Happened?

Ontario, -based Falcon-Wealth-Planning Promoted Rachel Vonbank as Chief Compliance Officer

 

About the Company

Falcon Wealth Planning, Inc. Is 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 and specialize in tax efficient retirement income and help our clients achieve their financial goals. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.

 

About the Person

Rachel Vonbank is Chief Compliance Officer at Falcon Wealth Planning. Previously, Rachel held various senior legal leadership roles in the industry.

 

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