Falcon Wealth Planning of San Jose

Falcon Wealth Planning is a financial planner in San Jose, CA. The firm provides personalized financial planning, investment management, retirement planning, estate planning, and tax planning services. Staffed by Certified Financial Planners, the firm serves clients by delivering objective, fee-only advice with a focus on wealth accumulation, retention, and tax reduction. The business is highly rated, maintaining a 4.90 rating from 271 reviews.

The firm operates as a fee-only Registered Investment Advisor and Accredited Investment Fiduciary, meaning they do not offer products or receive commissions. Their approach focuses on transparency and protecting consumers from high fees and unnecessary risk. With nearly 100 years of combined financial experience, the team provides customized strategies for individuals, estates, and trusts. Through their subsidiary, Falcon Wealth Tax Services, the firm utilizes CPAs and Enrolled Agents with over 25 years of public accounting expertise to blend tax planning with retirement strategies.

The office is located on North 1st Street in San Jose, near the Component and Bonaventura train stations.

The business maintains thorough, well-documented information online and possesses a well-optimized website that search engines read cleanly.

Falcon Wealth Planning provides expert guidance and customized investment strategies to help clients in San Jose, CA, secure their financial futures.

Services:

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