Falcon Wealth Planning Hires New CFO To Head Tax Division
September marks the start of an innovative new chapter for
"After being in the business of servicing tax clients for the last 25 years, I am very excited to join a firm dedicated to helping clients identify tax planning opportunities that enhance and preserve wealth." Pete Adds. "This organization is truly unique. Our affiliation with Falcon Wealth Planning has provided us exceptional resources to offer real value to our tax clients."
Falcon Wealth's history is filled with major feats and milestones, and the addition of this new division is no exception. Falcon Wealth has always strived to be a cut above the rest, and this move solidifies their intent to grow. "With Pete's 20 plus years of public accounting experience, that will add significant resources to all of our advisors and clients to answer any tax questions they may have," Gabriel comments. "We cannot express how important this addition is to Falcon Wealth Planning as we have officially differentiated ourselves from the competition."
About Falcon Wealth Planning
Falcon Wealth Planning is a full service Financial Planning firm (https://www.FalconWealthPlanning.com) which 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 that specializes in tax efficient retirement income and helping our clients achieve their financial goals.
Read the full story at https://www.prweb.com/releases/falcon_wealth_planning_hires_new_cfo_to_head_tax_division/prweb15799460.htm
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