Falcon Wealth Planning Appoints Managing Director

Falcon Wealth Planning, a registered investment advisory (RIA) firm currently overseeing approximately $1.9 billion in assets under management (AUM), has appointed David Lynch as managing director.

Lynch joins Falcon Wealth Planning from Fidelity Investments, where he served as senior vice president and region head, overseeing 50 branches and $700 billion in assets under administration. With more than 35 years of experience across the wealth management industry, Lynch will focus on enhancing advisor efficiency while accelerating client acquisitions. Lynch will report directly to Gabriel Shahin, chief executive officer, and will be based at the firm’s headquarters in Ontario, California.

“David’s decision to join Falcon after a storied career at Fidelity and Merrill Lynch is a testament to the platform we’ve built,” said Shahin. “Top-tier talent is recognizing that the future of wealth management isn’t in big-bank silos, but in the transparent, client-centric model we are scaling at Falcon. David will help us build a premier destination for the industry’s best advisors. His expertise will be critical in helping us drive efficiency, enhance our advisor platform, and ultimately deliver better outcomes for our clients.”

Prior to his role at Fidelity, Lynch held senior leadership positions at Merrill Lynch as managing director and market executive and at TD Ameritrade, where he spent over a decade as managing director and head of Branches and Retail Sales.

“I’m excited to join Falcon at a dynamic time in its expansion,” said Lynch. “The firm has built a strong foundation centered on delivering personalized, high-quality advice to clients, and I’m looking forward to working with the team to expand that reach. Falcon has built a firm where the interests of the client, the advisor, and the company are perfectly aligned. With an extraordinary 99.6% client retention rate, our advisors have a stable, high-trust environment rarely seen in the RIA space, allowing them to focus entirely on world-class planning. We have a tremendous opportunity to accelerate growth and deliver Falcon’s unique value to more clients throughout the country.”