Falcon Wealth Planning

Falcon Wealth Planning is a financial planner in Irvine, CA. The firm provides fiduciary wealth management, financial planning, tax strategies, and retirement solutions to help clients grow wealth. As an Accredited Investment Fiduciary, the firm offers customized advice on wealth planning issues, estate planning, and investment strategies. Falcon Wealth Planning holds a 5.00 rating with over 300 Google reviews.

The firm operates with nearly 100 years of combined financial experience and utilizes a pure, unbiased approach to investing without offering products or receiving commissions. A primary focus of the practice is tax planning, where the team works with CPAs to manage tax situations and reduce liabilities. Falcon Wealth Tax Services, a subsidiary of the firm, employs seasoned CPAs and Enrolled Agents with over 25 years of public accounting expertise to specialize in blending tax planning with retirement strategies. The advisory team includes various professionals, such as CFPs, MBAs, and CFAs, who provide personalized investment strategies and retirement savings goals.

The business maintains a well-optimized website that search engines read cleanly.

Falcon Wealth Planning provides professional, fiduciary-based wealth management and tax strategies for individuals and families in Irvine.