Falcon Wealth Planning

Falcon Wealth Planning is a wealth management firm in San Bernardino, CA, located at 3400 Inland Empire Blvd Suite 100. The firm provides fiduciary financial planning, tax strategies, and retirement solutions to help clients build, manage, grow, and protect their assets through life’s transitions. They serve a variety of clients, including small to large business owners, individuals nearing retirement, and anyone interested in maintaining their lifestyle or increasing their wealth. The firm holds a 4.90 rating based on customer reviews.

The firm operates as a fee-only, independent registered investment advisor (RIA) and is a NAPFA-Registered Financial Firm. Their approach focuses on tax planning, working exclusively with CPAs to help clients maintain control of their tax situations. They offer both discretionary and non-discretionary services, including investment strategy, personal investment policy, asset allocation, tax loss harvesting, and regular portfolio monitoring. The advisory team includes professionals with the CFP® designation and expertise in estate planning and retirement savings.

The investment committee, which includes over 100 years of combined experience, meets quarterly to review holdings, allocations, and potential new options. Their services are designed to address specific needs such as self-employed retirement plan options, like SEPs or solo 401(k)s, and managing the complexities of the tax code. Falcon Wealth Planning also includes a subsidiary, Falcon Wealth Tax Services, which utilizes CPAs and Enrolled Agents with over 25 years of public accounting expertise to manage tax processes.

As a fee-only fiduciary, Falcon Wealth Planning provides unbiased advice without earning commissions from product sales. They serve the San Bernardino area and clients across the country through specialized wealth management and tax-focused financial planning.

Falcon Wealth Planning combines its deep tax expertise with comprehensive fiduciary advice to help clients in San Bernardino and beyond achieve their financial goals.

BizScoreAI gives Falcon Wealth Planning a Content Quality score of 100 out of 100, which means the website clearly describes its services and answers common customer questions so AI assistants can quote it directly. The firm also receives a Performance score of 93 out of 100 for fast website loading, which keeps visitors engaged and helps with search engine rankings. Additionally, BizScoreAI reports that Falcon Wealth Planning ranks number 1 of 3 Wealth Management businesses scored in San Bernardino.