Falcon Wealth Planning

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  description: "Falcon Wealth Planning is a NAPFA-registered, fee-only financial advisory firm led by CERTIFIED FINANCIAL PLANNER™ professionals with over 30 years of combined experience. Based in Ontario, CA with nationwide coverage, they specialize in comprehensive tax-focused wealth management for business owners and pre-retirees, managing over $1.4 billion in client assets. Unlike commission-based advisors, Falcon operates as a true fiduciary registered with the SEC, providing transparent retirement planning, investment management, tax optimization, and estate planning services designed to help clients keep more of what they earn.",
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