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Falcon Wealth Planning
600 West Broadway, San Diego, California, United States
About the Falcon Wealth Planning
Falcon Wealth Planning is a finance institution located at 600 West Broadway, San Diego, California, United States. At Falcon Wealth, they aim to help you live the life you want by providing personalized and transparent fiduciary advice to help you reach your financial goals. Their reviews contain testimonials from users of their services, reflecting real-life experiences and opinions. They offer wealth management solutions tailored to fit your financial needs and unique lifestyles, strategizing how to effectively manage your wealth for generations to come.
Their services include harmonizing personal finances with hectic corporate lifestyles, ensuring financial stability while meeting economic stipulations, establishing financial security for the future, and helping clients plan for their family's future and security. Falcon Wealth Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions.
With over 30 years of experience, Falcon Wealth Planning is dedicated to providing comprehensive services based on trust and transparency. They focus heavily on tax planning and serve everyday Americans, offering retirement planning, investment management, tax planning, financial planning, and estate planning services. Their financial planners are CFP® certified or working towards certification, and Falcon Wealth Planning is registered as an investment advisor with the SEC, specializing in comprehensive tax planning as a fee-only investment advisory.
Their investment committee, with over 100 years of experience, makes decisions based on quarterly meetings to review current holdings, allocation, and potential new options. Falcon Wealth Planning benefits small to large business owners, those nearing retirement, and anyone interested in increasing their wealth or maintaining their lifestyle. They do not provide specific tax/legal advice and advise consulting a tax/legal advisor for individual situations.
Photos of Falcon Wealth Planning
600 W Broadway Suite 700, San Diego, CA 92101, United States
Opening hours of Falcon Wealth Planning
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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