Falcon Wealth Planning

Falcon Wealth Planning is a Financial Planner in Lomita, CA, located at 3655 Torrance Blvd 3rd floor. The firm provides fiduciary wealth management, financial planning, tax strategies, and retirement solutions to help clients grow, manage, and protect their assets. It serves individuals, business owners, and retirees across the country. The business holds a 4.60 rating based on customer reviews.

Falcon Wealth Planning is a NAPFA-Registered Financial Firm and a fee-only investment advisory registered with the SEC. The firm operates as a true fiduciary, meaning it does not sell products or earn commissions, but charges directly through asset-based fees, hourly rates, or project fees. The team consists of professionals who are CERTIFIED FINANCIAL PLANNER™ Professionals, with many also holding AIF®, MBA, or law degrees. The investment committee meets quarterly to review current holdings, allocation, and potential new options.

A heavy focus on tax planning distinguishes the firm, which works exclusively with CPAs to help clients manage their tax situations in retirement. Falcon Wealth Tax Services, a subsidiary, employs seasoned CPAs and Enrolled Agents with over 25 years of public accounting expertise. The firm specializes in blending tax planning with retirement strategies, including self-employed retirement plan options like SEPs or solo 401(k)s. Services include retirement planning, investment management, estate planning, budgeting, debt management, and savings strategies. The firm offers both discretionary and non-discretionary services, including asset allocation, tax loss harvesting, and regular portfolio monitoring.

Falcon Wealth Planning is known for its focus on tax-efficient strategies and its status as a NAPFA-registered financial firm. The advisory team provides customized investment strategies tailored to client risk tolerance, aiming to reduce tax liabilities and maximize wealth.

Falcon Wealth Planning brings clarity to wealth management in Lomita, CA, by combining fee-only fiduciary advice with specialized tax planning for its clients.

BizScoreAI awarded Falcon Wealth Planning a Content Quality score of 100 out of 100, ensuring the website answers customer questions clearly 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 indexable for search engines to read without errors.