Falcon Wealth Planning

Planning Made Simple.

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Falcon Wealth Falcon Wealth Planning

Ontario, CA

Serving Clients Nationwide

Planning Made Simple.

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About Us

Falcon Wealth Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. Falcon Wealth is a NAPFA-Registered Financial Firm and are CERTIFIED FINANCIAL PLANNER™ Professionals who help clients across the country.

What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.

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Who We Serve

Baby Boomers
Business Owners
Couples
Dual Income Family
Gen X
Gen Y / Millennials
Intergenerational Families
Living in Retirement
Newly Engaged / Newlywed
Parents
Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Advisors
Featured

Michael Jensen, CFP® Falcon Wealth Planning Planning Made Simple.

Irvine, CA Nationwide

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Gabriel Shahin, CFP®, MBA, AIF® Falcon Wealth Planning Planning Made Simple.

Ontario, CA Nationwide

0 Certified Advisor Reviews™

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Locations

Meeting Options

Compensation Methods

About Us

Badges

SEC Lookup

Who We Serve

We Want Your Voice to be Heard

Tips for Writing a Helpful Review

Disclaimers