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Quinn Carlos Carranza

Falcon Wealth Planning, Inc.

Ontario, CA

CRD 7619606

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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:

Current Employers
Falcon Wealth Planning, Inc.

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-19
TX RA APPROVED 2022-08-22
  • CA RA
    APPROVED
    Since 2025-12-19
  • TX RA
    APPROVED
    Since 2022-08-22

Branch Locations

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Montecito Bank & Trust Santa Barbara CA 06/2011 02/2017
Orora Packaging Company Buena Park CA 04/2017 12/2020
N/A N/A CA 01/2021 01/2022
Falcon Wealth Planning Ontario CA 01/2022 11/2022
Falcon Wealth Planning, Inc. Ontario CA 01/2022 Present
Falcon Wealth Planning, Inc. Ontario CA 11/2022 Present
  • 06/2011 → 02/2017
    Montecito Bank & Trust
    Santa Barbara, CA
  • 04/2017 → 12/2020
    Orora Packaging Company
    Buena Park, CA
  • 01/2021 → 01/2022
    N/A
    N/A, CA
  • 01/2022 → 11/2022
    Falcon Wealth Planning
    Ontario, CA
  • 01/2022 → Present
    Falcon Wealth Planning, Inc.
    Ontario, CA
  • 11/2022 → Present
    Falcon Wealth Planning, Inc.
    Ontario, CA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRINITY FINANCIAL PARTNERS
OSAIC WEALTH, INC.

Nearby Investors

ALLEN E BLOCK
Chris W Cooper
Falguni M Patel

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ONTARIO, CA
TRINITY FINANCIAL PARTNERS · ONTARIO, CA
OSAIC WEALTH, INC. · ONTARIO, CA

More in Ontario, CA

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