Falcon Wealth Planning 1999 Harrison Street, Oakland, CA 94612

Located in Oakland, California, Falcon Wealth Planning is a finance institution dedicated to helping clients achieve their financial goals and live the life they desire. As a NAPFA-Registered Financial Firm with CERTIFIED FINANCIAL PLANNER™ Professionals, Falcon Wealth Planning offers personalized and transparent fiduciary advice to clients across the country. With a focus on wealth management solutions tailored to individual financial needs and lifestyles, Falcon Wealth Planning assists clients in managing, growing, and protecting their assets through life's transitions.

With over 30 years of experience, Falcon Wealth Planning prioritizes trust and transparency in providing comprehensive services such as retirement planning, investment management, tax planning, financial planning, and estate planning. The institution's investment committee, comprised of experts with over 100 years of combined experience, meets quarterly to make informed decisions on clients' holdings and potential new options.

Falcon Wealth Planning specializes in tax planning, serving everyday Americans from small to large business owners to those planning for retirement. As a Fee-Only investment advisory, Falcon Wealth Planning operates as a "True" Fiduciary, not selling products or receiving commission. Clients can trust in Falcon Wealth Planning to provide objective financial planning and creative solutions tailored specifically to their needs.