Falcon Wealth Planning
Business details
- Category
- Financial Services · Financial planner
- Address
- 2570 N First St #200, San Jose, CA 95131
- Phone
- (855) 963-2526
- Website
- falconwealthplanning.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
San Jose families and professionals turn to Falcon Wealth Planning for personal financial planning and retirement planning that brings clarity and confidence to long-term goals. Our advisors take time to review your current financial situation thoroughly, leaving no stone unturned before we discuss your options.
We break down complex financial concepts into clear, structured sessions, explaining the assumptions, the choices in front of you, and the likely outcomes at every step. Our approach is holistic, looking at your finances as a whole so the plan fits how you live and where you want to go.
Clients across San Jose and Santa Clara County often tell us they leave with a far better understanding of what they need for retirement and a plan they feel confident following. Whether you are just starting to plan or refining an existing strategy, we would be glad to help you get a clearer picture of your future.
Book through our website.
We break down complex financial concepts into clear, structured sessions, explaining the assumptions, the choices in front of you, and the likely outcomes at every step. Our approach is holistic, looking at your finances as a whole so the plan fits how you live and where you want to go.
Clients across San Jose and Santa Clara County often tell us they leave with a far better understanding of what they need for retirement and a plan they feel confident following. Whether you are just starting to plan or refining an existing strategy, we would be glad to help you get a clearer picture of your future.
Book through our website.