Falcon Wealth Planning, Inc., based out of Ontario, CA, is a reputable local investment advisory firm with a strong presence in the financial industry. With over 700 individual clients and an impressive $568,987,000 in assets under management, the firm has established itself as a trusted partner in wealth planning. Falcon Wealth Planning operates through 12 offices, ensuring convenient accessibility for its diverse client base. Distinguishing itself in the field, Falcon Wealth Planning possesses extensive expertise in managing employer 401Ks and individual assets, comprising approximately half of their assets under management. Th...