Falcon Wealth Planning has named veteran wealth management executive David Lynch as managing director, tasking him with expanding the firm’s advisor network and advancing its national growth strategy.
Lynch joins the RIA from Fidelity Investments, where he most recently served as senior vice president and region head, overseeing 50 branches and approximately $700 billion in assets under administration. Bringing more than three decades of industry experience, he will focus on boosting advisor productivity, increasing client acquisition, and strengthening custodial partnerships as Falcon continues to scale.
Based at the firm’s Ontario, California headquarters, Lynch will report directly to chief executive officer Gabriel Shahin and lead initiatives aimed at enhancing Falcon’s advisor platform and expanding its reach through organic growth channels.
“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.”
Before Fidelity, Lynch held senior leadership roles at Merrill Lynch and TD Ameritrade, where he spent more than a decade leading branch and retail sales operations. Over his career, he has overseen large advisor teams and driven growth through operational improvements and strategic alliances.
Founded by Shahin, Falcon Wealth Planning has emerged as one of the fastest-growing fee-only RIAs in the US. The firm manages roughly $1.9 billion in assets and serves more than 1,500 households through a planning-led approach that emphasizes transparency and recurring revenue, with 97% of income generated on a repeat basis.
Falcon’s model, which excludes commissions and product-driven incentives, has supported strong client retention levels of 99.6% over one year and 99.5% over five years, underscoring the firm’s focus on long-term relationships and consistent service delivery.
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