Financial Advisors
San Jose, CA
Falcon Wealth Planning is a fee-only, fiduciary wealth management firm specializing in comprehensive financial planning for individuals and business owners. Based in San Jose with nationwide coverage, they offer retirement planning, investment management, tax planning, financial planning, and estate planning services. Their advisors are CFP® certified professionals with over 30 years of combined experience, dedicated to transparent, personalized advice without commissions or hidden fees.
Ideal for: Small to large business owners, individuals nearing retirement, high-net-worth families seeking tax-efficient strategies, those wanting transparent fee-only advisory without sales pressure
Service area: San Jose, California and nationwide
Fee-Only Fiduciary Model: Registered as an SEC investment advisor and NAPFA member, Falcon operates on a pure fee-only basis with no commissions or product sales, ensuring clients receive objective advice aligned with their interests.
Tax-Centric Planning Approach: Unlike typical advisory firms, Falcon centers its investment strategy around tax optimization, making tax planning a core priority rather than an afterthought.
CFP Certified Advisors: All financial planners are CERTIFIED FINANCIAL PLANNER™ professionals or actively pursuing certification, backed by an investment committee with over 100 years of combined experience.
Address: 2570 N First St #200, San Jose, CA 95131
Phone: (855) 963-2526
Website: falconwealthplanning.com
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