FalconWealthPlanning – Fee-Only Certified Financial Planner

Why Falcon Wealth Planning?

Fee Only Advisor

Most advisors charge commissions and don’t focus on the importance of financial planning. Their priority is managing money. As a Fee Only Advisor we fully disclose all fees and work as a Fiduciary to make sure the plan we put together is in your best interest.

Certified Financial Planner

At Falcon Wealth Planning our advisors are CFP’s which is the highest standard of Financial Planners. Our clients know they are getting the best advice with their interest put first. Majority of firms focus on investments that happen to do planning. Falcon Wealth does financial planning that happens to also do investment management.

Fiduciary Standards

At Falcon Wealth Planning, we focus on our clients and make sure they enhance their current situation. We review tax returns and understand our clients so we know exactly what to recommend. We are proud to say we are legally obligated to do what’s in our clients best interest.

Los Angeles Based

Falcon Wealth Planning, Inc. is a Los Angeles, CA Fee-Only Financial Planner with offices in Ontario, CA, Irvine, CA, Pasadena, CA and Torrance, CA. Falcon Wealth Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. Falcon Wealth is a NAPFA-Registered Financial Firm and are CERTIFIED FINANCIAL PLANNER™ Professionals.

GET FREE FINANCIAL ASSESSMENT

Building Your Wealth

Let’s be realistic here. Planning a vacation is way more enjoyable than planning for your future. Vacations are instant, fun and relaxing. But, most of the time, when it comes to planning for retirement, it’s built on uncertainty, fear and confusion. Which, in the end, makes everyone want to avoid planning their future financials.

But, if you plan your retirement right, it doesn’t have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that’s got you up at night in anticipation for it. With Falcon Wealth Planning, Inc. we can help you plan a financial future that will make you and your family excited for your upcoming years.

FREE ASSESSMENT

Building Your Wealth

Let’s be realistic here. Planning a vacation is way more enjoyable than planning for your future. Vacations are instant, fun and relaxing. But, most of the time, when it comes to planning for retirement, it’s built on uncertainty, fear and confusion. Which, in the end, makes everyone want to avoid planning their future financials.

But, if you plan your retirement right, it doesn’t have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that’s got you up at night in anticipation for it. With Falcon Wealth Planning, Inc. we can help you plan a financial future that will make you and your family excited for your upcoming years.

GET FREE FINANCIAL ASSESSMENT

Building Your Wealth

Let’s be realistic here. Planning a vacation is way more enjoyable than planning for your future. Vacations are instant, fun and relaxing. But, most of the time, when it comes to planning for retirement, it’s built on uncertainty, fear and confusion. Which, in the end, makes everyone want to avoid planning their future financials.

But, if you plan your retirement right, it doesn’t have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that’s got you up at night in anticipation for it. With Falcon Wealth Planning, Inc. we can help you plan a financial future that will make you and your family excited for your upcoming years.

FREE ASSESSMENT