Company Overview
Company Name
Falcon Wealth Planning
Address
2570 N First St #200, San Jose, CA, 95131, United States
Website
falconwealthplanning.comPhone
(855) 963-2526Approx. Annual Revenue
$11.0M
Employees
50
Established
2014
Google Reviews
4.8 (16 reviews)
Google Business Category
Financial planner
Locations
12
About Falcon Wealth Planning
Falcon Wealth Planning is a fee-only Registered Investment Advisor (RIA) located in San Jose, 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.
Business Profile
Read from the Falcon Wealth Planning website on Oct 13, 2026. Hover an item to see the exact wording it came from.
How Falcon Wealth Planning works
Licenses, certifications & awards
- Certified Financial PlannerIndustry certified
- NAPFA RegisteredIndustry certified
- SEC Registered Investment AdvisorIndustry certified
About the website
- Website quality (AI-assessed)
- 7/10 · Current design with clear navigation; Copyright notice says 2024
- Footer copyright year
- 2024
Recent changes
What changed on the Falcon Wealth Planning website and Google listing, as detected by Coldlytics on each visit.
Google reviews went from 295 to 296
Coldlytics tracks changes like these across millions of businesses, so you can reach companies the moment they add a pixel, start hiring, or switch software.
Find companies by what just changed →Falcon Wealth Planning locations
12 Google Business Profile listings.
| Location | Google category | Reviews | Status |
|---|---|---|---|
| 2570 N First St #200, San Jose, CAprimary | Financial planner | 4.8 (16) | Claimed |
| 2570 N First St #200, 95131, San Jose | — | — | — |
| 74-710 CA-111 #102, Palm Desert, CA | Financial planner | — | Claimed |
| 3400 Inland Empire Blvd Ste 100, Ontario, CA | Financial planner | 4.9 (296) | Claimed |
| 2030 Main St 13th floor, Irvine, CA | Financial planner | 5.0 (90) | Claimed |
| 1 Trans Am Plaza Dr Ste 200, Oakbrook Terrace, IL | Financial planner | 4.8 (40) | Claimed |
| 1166 E Warner Rd #101f, Gilbert, AZ | Financial planner | 5.0 (22) | Claimed |
| 3655 Torrance Blvd 3rd floor, Torrance, CA | — | 4.6 (11) | Claimed |
| 1700 7th Ave #2100, Seattle, WA | Financial planner | 5.0 (10) | Claimed |
| 516 W Shaw Ave suite 200, Fresno, CA | — | 5.0 (3) | Claimed |
| 41593 Winchester Rd, Temecula, CA | — | 5.0 (1) | Claimed |
| 1999 Harrison St #1800, Oakland, CA | Financial planner | 5.0 (1) | Claimed |
Financial Advisor Companies near San Jose, CA
- Beacon Pointe Advisorsbeaconpointe.com
- Heckman Financial & Insurance Serviceswealthcreator.com
- Sun Wealth Advisorsunwealthadvisor.com
- Edelman Financial Enginesedelmanfinancialengines.com
- Mercer Advisorsmerceradvisors.com
- Northwestern Mutualnorthwesternmutual.com
- DiversiFi Capitaldiversificapital.com
- Edward Jonesedwardjones.com
- Marinermarinerwealthadvisors.com
- Brighton Jonesbrightonjones.com
Frequently Asked Questions about Falcon Wealth Planning
Advertising Pixels
- Facebook Ad Pixel
- Google Ad Pixel
'%20fill='%23000000'%3e%3cg%20id='icons'%20transform='translate(56.000000,%20160.000000)'%3e%3cpath%20d='M102.8695,7446.25504%20C101.3625,7444.73916%2098.9185,7444.73916%2097.4115,7446.25504%20L91.2705,7452.43224%20C90.8935,7452.81045%2090.8935,7453.42505%2091.2705,7453.80428%20C91.6475,7454.1835%2092.2585,7454.1835%2092.6355,7453.80428%20L98.7755,7447.62809%20C99.5285,7446.86964%20100.7515,7446.86964%20101.5045,7447.62809%20C102.2585,7448.38552%20102.2585,7449.61473%20101.5045,7450.37317%20L95.4825,7456.43066%20C96.2355,7457.1881%2097.4575,7457.1881%2098.2115,7456.43066%20L102.8695,7451.74521%20C104.3765,7450.22933%20104.3765,7447.77092%20102.8695,7446.25504%20M100.8225,7448.31411%20C100.4455,7447.93488%2099.8345,7447.93488%2099.4575,7448.31411%20L93.3175,7454.49029%20C92.5635,7455.24874%2091.3415,7455.24874%2090.5885,7454.49029%20C90.2115,7454.11107%2089.6005,7454.11107%2089.2235,7454.49029%20C88.8465,7454.86952%2088.8465,7455.48412%2089.2235,7455.86233%20C90.7305,7457.37922%2093.1745,7457.37922%2094.6825,7455.86233%20L100.8225,7449.68615%20C101.1995,7449.30793%20101.1995,7448.69232%20100.8225,7448.31411%20M98.7755,7442.13691%20C97.2685,7440.62103%2094.8245,7440.62103%2093.3175,7442.13691%20L87.1765,7448.31411%20C86.8005,7448.69232%2086.8005,7449.30793%2087.1765,7449.68615%20C87.5535,7450.06537%2088.1645,7450.06537%2088.5415,7449.68615%20L94.6825,7443.50996%20C95.4355,7442.75151%2096.6575,7442.75151%2097.4105,7443.50996%20C97.7875,7443.88918%2098.3985,7443.88918%2098.7755,7443.50996%20C99.1525,7443.13073%2099.1525,7442.51613%2098.7755,7442.13691%20M96.7285,7444.19598%20C96.3515,7443.81675%2095.7405,7443.81675%2095.3645,7444.19598%20L89.2235,7450.37317%20C88.4695,7451.13061%2087.2485,7451.13061%2086.4945,7450.37317%20C85.7405,7449.61473%2085.7405,7448.38552%2086.4945,7447.62708%20L92.5175,7441.56959%20C91.7635,7440.81114%2090.5415,7440.81114%2089.7875,7441.56959%20L85.1295,7446.25504%20C83.6235,7447.77092%2083.6235,7450.22933%2085.1295,7451.74521%20C86.6375,7453.2621%2089.0805,7453.2621%2090.5885,7451.74521%20L96.7285,7445.56902%20C97.1055,7445.1898%2097.1055,7444.5752%2096.7285,7444.19598'%20id='squarespace-[%23132]'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
'%20fill='%23CE1312'%3e%3cpath%20d='M219.044,391.269916%20L219.0425,377.687742%20L232.0115,384.502244%20L219.044,391.269916%20Z%20M247.52,375.334163%20C247.52,375.334163%20247.0505,372.003199%20245.612,370.536366%20C243.7865,368.610299%20241.7405,368.601235%20240.803,368.489448%20C234.086,368%20224.0105,368%20224.0105,368%20L223.9895,368%20C223.9895,368%20213.914,368%20207.197,368.489448%20C206.258,368.601235%20204.2135,368.610299%20202.3865,370.536366%20C200.948,372.003199%20200.48,375.334163%20200.48,375.334163%20C200.48,375.334163%20200,379.246723%20200,383.157773%20L200,386.82561%20C200,390.73817%20200.48,394.64922%20200.48,394.64922%20C200.48,394.64922%20200.948,397.980184%20202.3865,399.447016%20C204.2135,401.373084%20206.612,401.312658%20207.68,401.513574%20C211.52,401.885191%20224,402%20224,402%20C224,402%20234.086,401.984894%20240.803,401.495446%20C241.7405,401.382148%20243.7865,401.373084%20245.612,399.447016%20C247.0505,397.980184%20247.52,394.64922%20247.52,394.64922%20C247.52,394.64922%20248,390.73817%20248,386.82561%20L248,383.157773%20C248,379.246723%20247.52,375.334163%20247.52,375.334163%20L247.52,375.334163%20Z'%20id='Youtube'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
;%20fill-rule:%20evenodd;%20}%20.cls-2%20{%20fill:%20none;%20}%20%3c/style%3e%3clinearGradient%20id='linear-gradient'%20x1='-1275.62'%20y1='432.1'%20x2='-1272.18'%20y2='427.35'%20gradientTransform='translate(30659%2010381.36)%20scale(24%20-24)'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20offset='0'%20stop-color='%2325c5ff'/%3e%3cstop%20offset='.45'%20stop-color='%230048ff'/%3e%3cstop%20offset='1'%20stop-color='%23c500f3'/%3e%3c/linearGradient%3e%3c/defs%3e%3cpath%20class='cls-2'%20d='M0,0H150V150H0V0Z'/%3e%3cg%20id='Layer_2'%20data-name='Layer%202'%3e%3cg%20id='Layer_1-2'%20data-name='Layer%201-2'%3e%3cg%20id='Artboard'%3e%3cg%20id='userway_logo'%20data-name='userway%20logo'%3e%3cpath%20id='Combined-Shape'%20class='cls-1'%20d='M18.75,36.94c5.16-.03,9.36,4.13,9.39,9.28,0,.03,0,.07,0,.1h0v7.3h0v23.47c0,26.79,21.71,48.5,48.5,48.5s48.5-21.71,48.5-48.5h0v-23.99h0v-7.3c-.03-5.16,4.13-9.36,9.28-9.39,.03,0,.07,0,.1,0h4.69v40.68c0,34.56-28.02,62.58-62.58,62.58S14.06,111.66,14.06,77.1h0V36.94h4.69Zm2.09-22.42c16.1-.03,29.18,13,29.2,29.1,0,.03,0,.07,0,.1v33.38c0,14.69,11.91,26.6,26.6,26.6s26.6-11.91,26.6-26.6V43.72c-.03-16.1,13-29.18,29.1-29.2,.03,0,.07,0,.1,0h6.78v14.08h-6.78c-8.35,0-15.12,6.77-15.12,15.12v33.38c0,22.18-17.98,40.16-40.16,40.16h0c-22.28,.03-40.42-17.88-40.68-40.16V43.72c-.08-8.44-6.99-15.21-15.43-15.13-.07,0-.14,0-.21,0h-6.78V14.52h6.78Z'/%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
