Falcon Wealth Planning

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1999 Harrison St Fl 18
Oakland, CA 94612
+1 (855) 963-2526
https://www.falconwealthplanning.com

Falcon Wealth Planning is an award-winning registered investment advisor based in Oakland, CA, dedicated to providing objective financial planning services tailored to the unique needs of its clients. With over 30 years of experience, the firm emphasizes trust and transparency, focusing on retirement, investment, tax, and estate planning without the pressure of hidden fees or product sales.

As a NAPFA-Registered Financial Firm, Falcon Wealth Planning's team consists of CERTIFIED FINANCIAL PLANNER Professionals who prioritize reducing clients' tax burdens and creating personalized financial strategies. This fee-only advisory model ensures that their clients receive unbiased guidance centered around their financial goals.

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United States›California›Oakland›Falcon Wealth Planning

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