Falcon Wealth Planning of Fresno

Falcon Wealth Planning of Fresno is a financial planner in Fresno, CA, located at 516 W Shaw Ave suite 200. The firm provides fiduciary wealth management, financial planning, tax strategies, and retirement solutions to clients across the country. It holds a rating of 4.90 based on 271 reviews.

The firm operates as a fee-only, independent registered investment advisor registered with the SEC. It does not sell products or earn commissions from third parties or brokerage dealers, but is paid directly by clients through asset-based fees, hourly rates, or project fees. Its advisors hold the CERTIFIED FINANCIAL PLANNER designation or are working toward it, and the firm is a NAPFA-Registered Financial Firm with Accredited Investment Fiduciary status. The team includes executives, an advisory team, a tax team, and planning specialists. The tax team consists of CPAs and Enrolled Agents who specialize in blending tax planning with retirement strategies, leveraging over 25 years of public accounting expertise.

Falcon Wealth Planning specializes in comprehensive tax planning, working closely with CPAs to center investment planning around the client’s tax situation. Services include retirement planning, investment management, estate planning, and budgeting. The firm offers both discretionary and non-discretionary services, covering investment strategy, asset allocation, tax loss harvesting, and portfolio monitoring. It serves small to large business owners, individuals nearing retirement, and anyone interested in increasing wealth or maintaining their lifestyle. The firm’s approach involves building a written plan across investing, tax, retirement, and estate that is tailored to the client’s unique goals, timeline, and risk tolerance.

The business has established a strong local reputation, reflected in consistently high customer ratings. It has an established track record built on a large base of customer reviews.

Falcon Wealth Planning of Fresno combines its fee-only fiduciary structure with a specialized focus on tax planning to provide clear, unbiased guidance for clients in Fresno.

Falcon Wealth Planning of Fresno is situated on West Shaw Avenue, just 0.1 miles from North Maroa Avenue and 0.4 miles from North Palm Avenue and the US Post Office.

BizScoreAI awarded the business a Content Quality score of 100 out of 100, ensuring the website clearly describes its services so AI assistants can quote it directly. The firm also received a Technical score of 92 out of 100, confirming the site is secure and easy for search engines to read without errors.

Services:

• Financial Advisory
• Financial Planning
• Investment Advisory
• Investment Management
• Retirement Planning
• Tax & Consulting
• Tax Consulting
• Wealth Management