Falcon Wealth Planning is a trusted wealth management firm based in Irvine, CA, with additional locations across the country. With over 30 years of experience, their team of CERTIFIED FINANCIAL PLANNER professionals provides personalized and transparent fiduciary advice to help clients build, manage, grow, and protect their assets through life's transitions.
As a NAPFA-Registered Financial Firm, Falcon Wealth Planning stands out from the financial planning industry by prioritizing trust and transparency. They offer a range of services, including retirement planning, investment management, tax planning, financial planning, and estate planning, all with a focus on reducing taxes and providing comprehensive solutions tailored to each client's unique needs.
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