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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. Generated from the website

Malakoff Investments, based in Castro Valley, CA, is a well-established firm led by Mr. Malakoff, offering expert advice and consulting services for various business investment needs. With over 20 years of experience, Mr. Malakoff specializes in guiding businesses in strategic planning, portfolio management, and investment decisions across stocks and brokerages. Generated from their available business information

Aegis Capital Management is a professional tax consulting firm located in Emeryville, CA. Specializing in personalized tax strategies and financial planning, they offer expert guidance to both individuals and businesses. With a focus on maximizing tax efficiency and compliance, Aegis Capital Management is dedicated to helping clients achieve their financial goals. Generated from this place's information