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Quinn Carlos Carranza

Falcon Wealth Planning, Inc.

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About Quinn Carlos Carranza

Quinn Carranza is a Certified Financial Planner and an Investment Advisor Representative with Falcon Wealth Planning, Inc. Quinn is registered with the state of Texas as an Investment Advisor Representative. Quinn is currently licensed and registered with the state of California as an Investment Advisor Representative. Quinn is also a member of the Certified Financial Planner Board of Standards. Quinn has been in the financial services industry since June 2011 and has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Quinn's firm, Falcon Wealth Planning, Inc., offers a variety of financial planning and investment management services, including financial planning, portfolio management for individuals, and selection of other advisors. The firm is headquartered in Ontario, CA, and has a branch office in Ontario, CA.

Firm Information

Quinn Carranza 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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Quinn Carranza’s Registration & Firm History

CA

08/22/2022 - Present

Falcon Wealth Planning, Inc. (ONTARIO CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Quinn Carlos Carranza.
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