Falcon Wealth Planning

$3.0M revenue • 100 employees • 2570 N First St #200, San Jose, CA, 95131, United States

Last Updated Jun 18, 2026

Company Overview

Company Name

Falcon Wealth Planning

Address

2570 N First St #200, San Jose, CA, 95131, United States

Approx. Annual Revenue

$3.0M

Employees

100

Established

2014

Google Reviews

4.8 (7 reviews)

About Falcon Wealth Planning

Falcon Wealth Planning is a fee-only Registered Investment Advisor (RIA) located in Fresno, California. Staffed by Certified Financial Planners™, the company delivers personalized financial planning and investment management services with transparency and objectivity, prioritizing their clients' interests. Falcon Wealth Planning aims to help clients secure their financial future with expert guidance.

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Frequently Asked Questions about Falcon Wealth Planning

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Technologies Used

Social Profiles

Key Decision Makers

Joseph Song Principal
LinkedIn
Gabriel Shahin Founder & Principal
LinkedIn