Falcon Wealth Planning

yelp logo

(1)

Call
Website

Photos

2570 N 1st St Ste 200
San Jose, CA 95131
+1 (855) 963-2526
http://www.falconwp.com

Falcon Wealth Planning is a financial planning firm based in San Jose, CA, specializing in personalized wealth management services.

With a focus on long-term financial goals and strategies, the firm assists clients in creating and implementing customized financial plans to help them achieve their desired outcomes.

Generated from their business information

Also at this address

Reviews

yelp logo
1.01 reviews
Kathy R.
6/8/2024

Used advisor Ellen Brasee. From the start it was like pulling teeth to get answers from her, that should have been my red flag. Had some issue with updating my beneficiary. She basically said...

Read more on Yelp
Own this business?
See a problem?

You might also like

David McCaman - Gateway Financial Advisors

David McCaman - Gateway Financial Advisors

1
"Dave has helped my husband and I develop and tailor a personal financial plan for our family's needs. He is responsive, detail-oriented, patient, and kind. He has a lot of experience, but he is..."
photo of Marina G.
First American Exchange Company
Business services, nec, nec

First American Exchange Company

5
"I am here to give rave reviews for Heather Walker. She worked so late and really went the extra mile to help me out as I was under pressure to get my 1031 finished in time to close. Big Mahalo to..."
photo of Aren B.
Sigma 3 Capital
Auditing services

Sigma 3 Capital

3
"I have been working with Sigma 3 Capital for the past year, and I am thoroughly impressed with their approach to portfolio management. I was skeptical about bad financial advisors online, but I've..."
photo of Toe-knee N.
United States›California›San Jose›Falcon Wealth Planning