Marc Melendez

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

• 10/2024 → Present
  Falcon Wealth Planning, Inc.
  Ontario, CA
• 12/2023 → Present
  Falcon Wealth Planning, Inc.
  Ontario, CA
• 02/2022 → 11/2023
  Falcon Wealth Planning, Inc.
  Ontario, CA
• 12/2019 → 01/2022
  Invert Environmental Consultants
  San Bernardion, CA
• 08/2018 → 11/2019
  Falcon Wealth Planning, Inc.
  Ontario, CA
• 01/2013 → 11/2016
  Abm Industries
  Ontario, CA
• 11/2016 → 08/2018
  N/A
  Ontario, CA
• 07/2024 → Present
  Falcon Wealth Planning, Inc.
  Rancho Cucamonga, CA

Previous Registrations

• 2024-01-29 → 2024-07-25
  Falcon Wealth Planning, Inc.
  Ontario, CA

Other Businesses

Marc Melendez operates an independent notary business named "Notary Pro" where he holds the position of Notary; Investment Related: No; Location: 10880 Yuba. Ct. Rancho Cucamonga California 91701; Description of the business: Licensed notary. Completely independent; Responsibilities Duties: Notarize Documents; Start date with business: 2018-10-23; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 0.25.

Designations

• Certified Financial Planner