Financial Planning in San Jose, CA

Serving San Jose

Falcon Wealth Planning’s San Jose office offers fee-only financial planning with unbiased retirement, taxes, and investments guidance to help you build lasting wealth.

Certified Financial Planners in San Jose

Managing your finances can be a complex and time-consuming endeavor. It’s essential to have a plan that is specifically tailored to your personal goals and financial situation.

Many financial advisors in San Jose, CA, often provide generic advice, overlooking the unique needs and circumstances of each individual.

At Falcon Wealth, we focus on delivering customized financial planning services in San Jose, CA. Our approach is to create bespoke financial plans that take into account your unique situation, helping you reduce tax liabilities and make informed decisions for a secure financial future. We avoid pre-made plans and do not charge extra for personalized attention.

Our services encompass:

  • Business and self-employment planning

  • College savings strategies

  • Real estate investment planning

  • Comprehensive insurance planning

  • Tax-efficient planning

  • Pension and retirement analysis

  • Cash flow management

As fee-only Certified Financial Planners in San Jose, CA, we prioritize your education and protection. We do not sell products or charge commissions, which means our advice is always in your best interest to avoid unnecessary risks and high fees.

Experience the Falcon Wealth Planning difference. Contact our San Jose office located at 2570 N. First St, Suite 200, San Jose, CA 95131 and discover how we can assist you in achieving your financial goals.

California’s Tax Considerations and How Falcon Wealth Planning can Help

Navigating California’s complex tax landscape requires expert financial guidance. With some of the highest income and capital gains tax rates in the country, as well as evolving estate and property tax laws, strategic planning is essential to preserving and growing your wealth.

At Falcon Wealth Planning, we specialize in tax-efficient financial strategies tailored to high-net-worth individuals, business owners, and retirees.

Meet the San Jose Leadership Team

Gabriel Shahin, CFP®
Founder & Principal

Ron Guay CFP®, EA
Managing Director

Why Falcon?

We are a comprehensive Registered Investment Advisor (RIA), dedicated to providing personalized wealth planning guidance. Our approach is tailored to align with your financial goals, from strategy development to execution. As a fee-only firm, we operate with complete transparency, ensuring unbiased, conflict-free advice—making us a true fiduciary in every sense.

Our mission is to guide you through your financial journey. Whether you're a business owner or preparing for retirement, you don’t have to figure it out alone. If you're unsure of the next steps or want to secure your financial future, Falcon Wealth Planning is here to help. Schedule a free assessment with one of our Certified Financial Planners today!

Wealth Management Solutions to Fit Your Financial Need and Unique Lifestyles

  • Financial Wealth

    We simplify financial planning by creating an individualized plan based on your unique situation.

  • Investment

    You'll get personalized advice from an experienced team who cares about what you care about.

  • Retirement

    Retirement is meant to be an exciting time in life. We help you create a realistic retirement savings goal.

  • Estate Planning

    There is no one-size-fits-all approach. We help clients create plans according to their values, goals, and needs.

  • Tax Planning

    Our goal is simple – help you achieve financial freedom without having to worry about how much you pay in taxes.

Financial Planning Knowledge Center