Financial Advisors
Ontario, CA
Falcon Wealth Planning is a fee-only, fiduciary financial advisory firm serving clients nationwide with comprehensive wealth management services including retirement planning, investment management, tax planning, financial planning, and estate planning. Led by CFP® certified professionals with over 30 years of combined experience, Falcon specializes in tax-efficient strategies for business owners, retirees, and individuals building wealth. They manage over $1.4 billion in assets and prioritize transparency and personalized planning without commissions or hidden fees.
Ideal for: Business owners, retirees and pre-retirees, high-income earners seeking tax optimization, individuals building long-term wealth
Service area: Ontario, CA and nationwide
Fee-Only Fiduciary Model: As a fee-only, SEC-registered investment advisor, Falcon operates without commissions or product sales, ensuring advice is aligned with client interests rather than broker compensation.
Tax-Centric Planning: Tax planning is integrated into every investment and financial decision, not treated as an afterthought—particularly valuable for business owners and high-income earners.
CFP® Certified Professionals: Advisors are CFP® certified or actively pursuing certification, bringing rigorous credentials and a commitment to ongoing professional standards.
Address: 3400 Inland Empire Blvd Suite 100, Ontario, CA 91764
Phone: (855) 963-2526
Website: falconwealthplanning.com
Looking for more options?
See more Financial Advisors in Irvine →