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Rachel Anne Vonbank

FALCON WEALTH PLANNING, INC.·ONTARIO, California
Series 65Clean record9 years registeredFALCON WEALTH PLANNING, INC.
3400 INLAND EMPIRE BLVD., ONTARIO, CA 91764CRD# 6742855Firm CRD# 174092

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rachel Anne Vonbank · ONTARIO, CA
Registration
CRD #6742855 · FALCON WEALTH PLANNING, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

FALCON WEALTH PLANNING, INC.
Aug 2024 – present
FALCON WEALTH PLANNING, INC.
Jan 2017 – Sep 2022
ONTARIO, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 25, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FALCON WEALTH PLANNING, INC.
CRD 174092 · SEC 801-112659
AUM
$1.0B
Regulatory assets under management
Employees
34
5,425 client accounts
Services offered by FALCON WEALTH PLANNING, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FALCON WEALTH PLANNING, INC. →
Introduction

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05

Frequently Asked Questions

What services does Rachel Anne Vonbank offer?
Rachel Anne Vonbank specializes in Financial Planning, Investment Management. Contact their office in ONTARIO, California for a consultation.
What are Rachel Anne Vonbank's credentials?
Rachel Anne Vonbank is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rachel Anne Vonbank located?
Rachel Anne Vonbank is based in ONTARIO, California, working with FALCON WEALTH PLANNING, INC.. Their office serves clients in the ONTARIO metropolitan area and surrounding communities.
How does Rachel Anne Vonbank charge for services?
Rachel Anne Vonbank's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FALCON WEALTH PLANNING, INC.?
FALCON WEALTH PLANNING, INC. has approximately 34 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Ray Ramos Bartolome
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Gabriel Abraham Shahin
ONTARIO, CA

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