Falcon Wealth Planning of Fresno

Falcon Wealth Planning of Fresno is a financial planner in Fresno, CA. The firm provides fiduciary wealth management, financial planning, tax strategies, and retirement solutions to help clients grow their wealth. As a Registered Investment Advisor, it serves individuals and families seeking to accumulate, retain, and reduce taxes on their assets. The business holds a rating of 4.90 based on 271 reviews, reflecting a strong local reputation and an established track record built on a large base of customer feedback.

The company’s mission is to provide clients with the best path to wealth accumulation, retention, and tax reduction by creating strategies tailored to their unique goals. With nearly 100 years of combined financial experience, the team focuses on educating and protecting consumers from taking on excessive risk, paying high fees, or investing in products that are not tax-beneficial. Falcon Wealth Planning operates as an Accredited Investment Fiduciary, holding client interests above all else. The firm does not offer any products or receive commissions of any kind. A heavy focus on tax planning is central to its approach, working exclusively with CPAs to ensure clients control their tax situation in retirement. Services include customized investment strategies, estate planning, and financial planning designed to simplify complex issues and make planning tangible. The firm also operates Falcon Wealth Tax Services, a subsidiary staffed by seasoned CPAs and Enrolled Agents with over 25 years of public accounting expertise, specializing in blending tax planning with retirement strategies. The advisory team includes executives and financial planners with credentials such as CFP, AIF, and MBA, alongside a dedicated tax team managing individual, fiduciary, and business tax needs.

The office is located at 516 W Shaw Ave, suite 200, in Fresno. It sits on West Shaw Avenue, about a quarter of a mile from North Maroa Avenue and less than half a mile from North Palm Avenue. The US Post Office is located about 0.4 miles away, and the Heart, Artery, and Vein Center - Fresno is approximately 0.5 miles from the office.

The business is known for its unbiased advice and its commitment to client education, ensuring that planning is simple and tangible. Its fiduciary status and lack of commission-based products distinguish it from many local competitors, allowing it to prioritize the client's best interest in every recommendation.

Services:

• Financial Advisory
• Financial Planning
• Investment Advisory
• Investment Management
• Retirement Planning
• Tax & Consulting
• Tax Consulting
• Wealth Management