Falcon Wealth Planning

Falcon Wealth Planning is a Financial Planner in Torrance, CA. As a Registered Investment Advisor, the firm provides fiduciary wealth management, financial planning, tax strategies, and retirement solutions. The practice serves clients seeking to grow wealth while minimizing risk and tax liabilities. It holds a rating of 4.60 based on customer reviews.

The firm operates with a team that brings nearly 100 years of combined financial experience to its clients. Its approach is defined by a pure, unbiased method of investing, holding client interests before any other party. Falcon Wealth Planning does not offer products or receive commissions of any kind. The company places a heavy focus on tax planning, working exclusively with CPAs to help clients control their tax situations. Its services include strategy and planning for retirement, personalized investment advice, tax planning to reduce liabilities, financial planning tailored to individual situations, and estate planning designed to secure a family's future. 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. This tax division specializes in blending tax planning with retirement strategies, offering services such as strategic forecasting, tax rate management, and audit-ready bookkeeping for individuals, fiduciaries, estates, and trusts. The advisory team includes executives and financial planners, many of whom hold CFP, AIF, or MBA credentials, ensuring a structured and professional delivery of advice.

The office is located on the third floor of 3655 Torrance Blvd. It sits directly on Torrance Boulevard, about two-tenths of a mile from Hawthorne Boulevard. The area includes a Postmaster Plus post office and a Providence Little Company of Mary Outpatient Rehabilitation Center, both roughly three-tenths of a mile away. Madrona Avenue is located about four-tenths of a mile from the site.

Falcon Wealth Planning is known for its fiduciary stance and its emphasis on tax-efficient planning. The firm’s reputation is supported by its positive customer rating and its commitment to providing clarity and education in financial decision-making.

In Torrance, Falcon Wealth Planning stands out for its commission-free model and its integrated approach to tax and wealth management.