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Crystal Rose Kozlak

Falcon Wealth Planning, Inc.

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About Crystal Rose Kozlak

Crystal Kozlak is an Investment Advisor Representative with Falcon Wealth Planning, Inc. and has been in the financial services industry since 2012. Crystal Kozlak is registered with the states of California and Texas. Crystal Kozlak specializes in financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Crystal Kozlak is currently registered with Falcon Wealth Planning, Inc.. Falcon Wealth Planning, Inc. is an investment advisor registered with the SEC. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. They have approximately $1 billion in regulatory assets under management. Their main office is located in Ontario, CA.
Falcon Wealth Planning, Inc.

3400 INLAND EMPIRE BLVD.

ONTARIO, CA 91764

$1.02B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers fees

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Crystal Kozlak’s Registration & Firm History

CA

06/24/2024 - Present

Falcon Wealth Planning, Inc. (ONTARIO CA)

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Licenses & Designations

IA

Issued 05/16/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Crystal Rose Kozlak.
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