Falcon Wealth Planning Appoints David Lynch as Managing Director as Firm Accelerates National Expansion and Platform Evolution
Falcon Wealth Planning (“Falcon”), a premier SEC-registered investment advisory (RIA) firm currently overseeing approximately $1.9 billion in assets under management, today announced the appointment of David Lynch as Managing Director. Mr. Lynch joins the firm to lead advisor growth initiatives and scale Falcon’s disruptive, planning-first model into a dominant national presence through organic marketing channels and strategic custodial platform partnerships.
