Saman
Bigharaz

Falcon Wealth Planning, Inc

CRD#6121826
Investment Advisor
in Ontario, CA

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About this Advisor

Saman Bigharaz is a financial advisor who works in Ontario, California, with a total of 1 year of relevant experience. Bigharaz works at Falcon Wealth Planning, Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Jpmorgan Chase Bank, Axa Advisors, LLC, Jpmorgan Securities, LLC, Ami Usa LLC, E*Trade Securities LLC, E*Trade Capital Management LLC, Falcon Wealth Planning, Inc and Falcon Wealth Planning. Bigharaz maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in California. Falcon Wealth Planning, Inc is a registered investment business based out of Ontario, CA. It has offices in 11 locations and a total of 27 people on staff. It has $569 million in total assets between its 2,984 accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 2,984 client accounts, 18% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Falcon Wealth Planning, Inc offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management depend on the type of services provided. However, fee types billed by Falcon Wealth Planning, Inc can include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3400 Inland Empire Blvd. Suite 100
Ontario, CA 91764

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Falcon Wealth Planning, Inc Brokerage Details

Total Assets Under Management

$568,986,830

CA Average: $7,578,581,321
Total Number of Employees

27

CA Average: 43
Total Number of Accounts

2,984

CA Average: 3,727
Average Account Size

$190,679

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Saman Bigharaz Work History

Saman has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Falcon Wealth Planning, Inc

2022 - Present (2 years)

Falcon Wealth Planning

2017 - Present (7 years)

E*Trade Securities LLC

2017 - 2022 (5 years)

E*Trade Capital Management LLC

2015 - 2017 (2 years)

Jpmorgan Chase Bank

2015 - 2017 (2 years)

Jpmorgan Securities, LLC

2014 - 2014 (< 1 year)

Axa Advisors, LLC

2013 - 2017 (4 years)

Ami Usa LLC

2012 - 2014 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Saman Bigharaz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Falcon Wealth Planning, Inc

Saman Bigharaz
Ontario, CA
Michael Jensen
Ontario, CA
Kendell Frye
Ontario, CA
Ryan Perry
Ontario, CA
Jamil Abdullah
Ontario, CA
Zackary Royce
Ontario, CA
Ellen Brasee
Ontario, CA
Quinn Carranza
Ontario, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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