Falcon Wealth Planning

Falcon Wealth Planning is a Financial Planner in Torrance, CA, located at 3655 Torrance Blvd 3rd floor. It provides fiduciary wealth management, financial planning, tax strategies, and retirement solutions. The firm serves individuals, fiduciaries, estates, trusts, gift tax subjects, multi-state business owners, and professionals across multiple firms and S-Corps. Falcon Wealth Planning holds a rating of 4.60 based on over 300 Google reviews. The firm operates as an Award Winning Registered Investment Advisor with a pure, unbiased approach to investing. As Accredited Investment Fiduciaries, the team holds client interests before anyone else’s. Falcon Wealth Planning does not offer products or receive commissions of any kind. With nearly 100 years of combined financial experience, the firm educates consumers and protects them from high fees, excessive risk, and non-tax-beneficial investments. The team includes Certified Financial Planners, Accredited Investment Fiduciaries, and Managing Directors. The firm works exclusively with CPAs to help clients control their tax situation. Falcon Wealth Tax Services is a subsidiary of Falcon Wealth Planning. Its seasoned CPAs and Enrolled Agents specialize in blending tax planning with retirement strategies, leveraging over 25 years of public accounting expertise. Services include strategic forecasting, retirement plan opportunities, tax rate management, attribute staging, tax reform act education, and personal tax planning for individuals, fiduciaries, estates, trusts, and businesses. The tax team also provides reconciled bank and credit card statements, categorized expenses, and clean, audit-ready books. Key team members include Managing Partner Pete Gautreau, CPA, and Tax Services Manager Danielle Hurtado. The business maintains a positive rating from the customers who have reviewed it. Falcon Wealth Planning combines its fiduciary commitment and tax-focused strategies to serve clients in Torrance.

The office sits on the 3rd floor of a building on Torrance Boulevard, just a few steps from the main road. It is located about 0.2 miles from Hawthorne Boulevard and 0.3 miles from local services like Postmaster Plus and the Providence Little Company of Mary Outpatient Rehabilitation Center.

BizScoreAI awarded Falcon Wealth Planning an Authority score of 100 out of 100, which confirms the website clearly identifies the people behind the business to build trust with search engines. The firm also received a Technical score of 91 out of 100, ensuring the site is secure and easy for search engines to read. Additionally, BizScoreAI ranked the business number 1 of 4 Financial Planner businesses scored in Torrance.