Falcon Wealth Planning Appoints David Lynch as Managing Director as Firm Accelerates National Expansion and Platform Evolution

35-year industry veteran joins Falcon from Fidelity to scale disruptive ‘planning-first’ model and drive expansion through strategic partnerships.

ONTARIO, Calif.--(BUSINESS WIRE)--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.

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 as Falcon continues to scale its platform on the national level. He will oversee advisor development efforts and help strengthen the firm’s strategic relationships with custodial partners to drive sustained growth. 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. Throughout his career, Lynch has built and led large-scale advisor organizations, driving growth through both operational excellence and strategic partnerships.

“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.”

Founded by Shahin, Falcon Wealth Planning has become one of the fastest-growing fee-only RIAs in the United States. As of December 31, 2025, the firm advises more than $1.5 billion in client assets while maintaining a 99.6% one-year and 99.5% five-year client retention rate. This growth has been achieved organically, without reliance on product sales or commissions, reinforcing Falcon’s transparent, planning-first value proposition. The firm serves more than 1,500 client households through a structured planning model that includes four formal client meetings annually and direct leadership engagement. Falcon also maintains a highly diversified revenue base, with 97% of revenue recurring year over year.

About Falcon Wealth Planning

Falcon Wealth Planning is a premier, SEC-registered investment institution and one of the nation’s fastest-growing fee-only RIAs. Defined by an uncompromised fiduciary mandate and a culture of excellence, the firm has redefined wealth management through a sophisticated, "planning-first" philosophy that excludes commissions and product-based incentives. Managing approximately $1.9 billion in private client assets, Falcon delivers an institutional-grade experience integrating bespoke investment management, tax optimization, and estate planning. Headquartered in Southern California with a rapidly ascending national footprint, Falcon remains the destination of choice for the industry’s top professional talent.