Falcon Wealth Planning, an SEC-registered investment advisory firm managing approximately $1.9 billion in assets, has appointed David Lynch as Managing Director to lead national expansion efforts. Lynch joins from Fidelity Investments, where he served as Senior Vice President overseeing 50 branches and $700 billion in assets under administration. With over 35 years of industry experience, including senior roles at Merrill Lynch and TD Ameritrade, Lynch will focus on advisor development and strengthening custodial partnerships. He will report to CEO Gabriel Shahin from the firm's Ontario, California headquarters. Falcon has achieved significant organic growth, advising over $1.5 billion in client assets as of 31 December 2025, whilst maintaining a 99.6% one-year client retention rate. The fee-only firm serves more than 1,500 households.

Zoe, the digital end-to-end wealth platform transforming how registered investment advisors (RIAs) and investors connect, has closed a $29.6 milli ...