Zackary Tyler Royce

Employer firm

Falcon Wealth Planning, Inc. CRD 174092

$1.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2018 → Present
  Falcon Wealth Planning, Inc.
  Ontario, CA
• 01/2018 → 12/2018
  Falcon Wealth Planning
  Ontario, CA
• 06/2013 → 12/2017
  California State University San Bernardino
  San Bernardino, CA
• 06/2017 → 09/2017
  Beacon Pointe
  Newport, CA
• 12/2018 → 06/2022
  Falcon Wealth Planning
  Ontario, CA
• 06/2022 → Present
  Falcon Wealth Planning, Inc.
  Ontario, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-27

Designations

• Certified Financial Planner

Other Names

• Zackary Royce