AUMdb
CF

Claudia Frances Rodriguez

CRD 6662094 Certified Financial Planner

Firms

FirmRoleAs of
Falcon Wealth Planning, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗