Aakash Thakor

Aakash Thakor is a Trading Specialist at Falcon Wealth Planning, Inc., based in Azusa, CA. In his current role, he focuses on executing trades, optimizing portfolio allocations, and supporting clients with investment transactions, drawing on expertise in equities, fixed income, and ETF markets. His position entails collaborating closely with senior investment managers to ensure precise and timely trade executions within diversified client portfolios.

Before joining Falcon Wealth Planning, Inc., Aakash worked at Fidelity Investments, where he served as a Fraud Specialist and Customer Relationship Advocate. There, he gained broad experience in financial operations, fraud risk management, and client service, helping him develop a strong foundation in compliance, security, and relationship management within the investment sector.

Aakash holds a Bachelor of Business Administration in Finance, with a minor in Real Estate, from the University of Central Florida. His academic background and hands-on experience have given him insight into U.S. equity and real estate investment markets. He brings a disciplined, client-focused approach to portfolio trading and operational excellence in wealth management.